Sound Income Strategies’s Geron GERN Stock Holding History

Sound Income Strategies’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 Q3	–	Sell	-933	Closed	-$3.96K	–	1444
2024 Q2	$3.96K	Hold	933	–	–	﹤0.01%	992
2024 Q1	$3.08K	Hold	933	–	–	﹤0.01%	982
2023 Q4	$1.97K	Hold	933	–	–	﹤0.01%	1064
2023 Q3	$1.98K	Hold	933	–	–	﹤0.01%	914
2023 Q2	$3K	Hold	933	–	–	﹤0.01%	832
2023 Q1	$2.02K	Hold	933	–	–	﹤0.01%	839
2022 Q4	$2.26K	Hold	933	–	–	﹤0.01%	750
2022 Q3	$2K	Sell	933 -332	-26%	-$743	﹤0.01%	703
2022 Q2	$2K	Hold	1,265	–	–	﹤0.01%	715
2022 Q1	$2K	Hold	1,265	–	–	﹤0.01%	721
2021 Q4	$2K	Hold	1,265	–	–	﹤0.01%	712
2021 Q3	$2K	Hold	1,265	–	–	﹤0.01%	687
2021 Q2	$2K	Buy	1,265 +760	+150%	+$1.1K	﹤0.01%	725
2021 Q1	$798	Sell	505 -760	-60%	-$1.36K	﹤0.01%	859
2020 Q4	$2K	Hold	1,265	–	–	﹤0.01%	711
2020 Q3	$2K	Hold	1,265	–	–	﹤0.01%	663
2020 Q2	$3K	Hold	1,265	–	–	﹤0.01%	576
2020 Q1	$2K	Buy	1,265 +933	+281%	+$1.14K	﹤0.01%	591
2019 Q4	$0	Sell	332 -8,000	-96%	-$11.6K	﹤0.01%	725
2019 Q3	$11K	Hold	8,332	–	–	﹤0.01%	298
2019 Q2	$12K	Hold	8,332	–	–	﹤0.01%	301
2019 Q1	$14K	Buy	+8,332	New	+$11.4K	0.01%	275

Other funds holding GERN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

DGM

Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Sound Income Strategies's GERN Position: Q3 2024 in Review

Sound Income Strategies sold out of Geron (GERN) in Q3 2024, closing a stake of 933 shares — an estimated $3.96K sold.

Sound Income Strategies first reported a position in GERN in Q1 2019 and held it in 22 quarters. The position peaked at $14K in Q1 2019. 255 funds tracked by Wall St. Rank hold GERN as of Q3 2024.

Sound Income Strategies reported no remaining Geron position as of Q3 2024 after selling out during the quarter.
Sound Income Strategies sold 933 Geron shares in Q3 2024, an estimated $3.96K.
Sound Income Strategies first reported a position in Geron in Q1 2019 and held it in 22 quarters.
Sound Income Strategies's Geron position peaked at $14K in Q1 2019.
255 funds tracked by Wall St. Rank held Geron as of Q3 2024.

Based on Sound Income Strategies's 13F filing for Q3 2024, filed 10 Oct 2024.