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River Wealth Advisors’s Geron GERN Stock Holding History

River Wealth 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
2024
Q1 		– Sell
-10,000
Closed -$21.1K – 214
2023
Q4 		$21.1K Hold
10,000
– – ﹤0.01% 207
2023
Q3 		$21.2K Hold
10,000
– – ﹤0.01% 200
2023
Q2 		$32.1K Hold
10,000
– – 0.01% 211
2023
Q1 		$21.7K Hold
10,000
– – ﹤0.01% 207
2022
Q4 		$24.2K Hold
10,000
– – ﹤0.01% 207
2022
Q3 		$23K Hold
10,000
– – 0.01% 197
2022
Q2 		$16K Hold
10,000
– – ﹤0.01% 212
2022
Q1 		$14K Hold
10,000
– – ﹤0.01% 221
2021
Q4 		$12K Hold
10,000
– – ﹤0.01% 221
2021
Q3 		$14K Hold
10,000
– – ﹤0.01% 216
2021
Q2 		$14K Hold
10,000
– – ﹤0.01% 213
2021
Q1 		$16K Buy
+10,000
New +$17.9K ﹤0.01% 209

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

River Wealth Advisors's GERN Position: Q1 2024 in Review

River Wealth Advisors sold out of Geron (GERN) in Q1 2024, closing a stake of 10,000 shares — an estimated $21.1K sold.

River Wealth Advisors first reported a position in GERN in Q1 2021 and held it in 12 quarters. The position peaked at $32.1K in Q2 2023. 231 funds tracked by Wall St. Rank hold GERN as of Q1 2024.

  • River Wealth Advisors reported no remaining Geron position as of Q1 2024 after selling out during the quarter.
  • River Wealth Advisors sold 10,000 Geron shares in Q1 2024, an estimated $21.1K.
  • River Wealth Advisors first reported a position in Geron in Q1 2021 and held it in 12 quarters.
  • River Wealth Advisors's Geron position peaked at $32.1K in Q2 2023.
  • 231 funds tracked by Wall St. Rank held Geron as of Q1 2024.

Based on River Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.