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Plante Moran Financial Advisors’s Geron GERN Stock Holding History

Plante Moran Financial Advisors’s Portfolio GERN Stock Details GERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-110
Closed -$389 – 857
2024
Q4 		$389 Hold
110
– – ﹤0.01% 874
2024
Q3 		$499 Hold
110
– – ﹤0.01% 821
2024
Q2 		$466 Hold
110
– – ﹤0.01% 746
2024
Q1 		$363 Hold
110
– – ﹤0.01% 810
2023
Q4 		$232 Buy
+110
New +$214 ﹤0.01% 789

Other funds holding GERN

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Plante Moran Financial Advisors's GERN Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Geron (GERN) in Q1 2025, closing a stake of 110 shares — an estimated $389 sold.

Plante Moran Financial Advisors first reported a position in GERN in Q4 2023 and held it in 5 quarters. The position peaked at $499 in Q3 2024. 270 funds tracked by Wall St. Rank hold GERN as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Geron position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 110 Geron shares in Q1 2025, an estimated $389.
  • Plante Moran Financial Advisors first reported a position in Geron in Q4 2023 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Geron position peaked at $499 in Q3 2024.
  • 270 funds tracked by Wall St. Rank held Geron as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.