Spire Wealth Management’s Geron GERN Stock Holding History

Spire Wealth Management’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
2022 Q4	–	Sell	-12,500	Closed	-$29K	–	2351
2022 Q3	$29K	Hold	12,500	–	–	﹤0.01%	1163
2022 Q2	$19K	Sell	12,500 -25,000	-67%	-$35.3K	﹤0.01%	1690
2022 Q1	$51K	Sell	37,500 -100	-0.3%	-$111	﹤0.01%	1445
2021 Q4	$46K	Buy	37,600 +100	+0.3%	+$143	﹤0.01%	1775
2021 Q3	$51K	Sell	37,500 -20,000	-35%	-$26.7K	﹤0.01%	1468
2021 Q2	$81K	Sell	57,500 -100	-0.2%	-$145	﹤0.01%	1276
2021 Q1	$91K	Buy	+57,600	New	+$103K	﹤0.01%	1438

Other funds holding GERN

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

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

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

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

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

RCM

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

MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return

Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Spire Wealth Management's GERN Position: Q4 2022 in Review

Spire Wealth Management sold out of Geron (GERN) in Q4 2022, closing a stake of 12,500 shares — an estimated $29K sold.

Spire Wealth Management first reported a position in GERN in Q1 2021 and held it in 7 quarters. The position peaked at $91K in Q1 2021. 185 funds tracked by Wall St. Rank hold GERN as of Q4 2022.

Spire Wealth Management reported no remaining Geron position as of Q4 2022 after selling out during the quarter.
Spire Wealth Management sold 12,500 Geron shares in Q4 2022, an estimated $29K.
Spire Wealth Management first reported a position in Geron in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's Geron position peaked at $91K in Q1 2021.
185 funds tracked by Wall St. Rank held Geron as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.