Stephens Inc’s Geron GERN Stock Holding History

Stephens Inc’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 Q4	–	Sell	-45,443	Closed	-$206K	–	1305
2024 Q3	$206K	Sell	45,443 -25,381	-36%	-$115K	﹤0.01%	1183
2024 Q2	$300K	Buy	+70,824	New	+$276K	﹤0.01%	1005
2023 Q3	–	Sell	-55,000	Closed	-$177K	–	1246
2023 Q2	$177K	Buy	+55,000	New	+$156K	﹤0.01%	1085

Other funds holding GERN

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stephens Inc's GERN Position: Q4 2024 in Review

Stephens Inc sold out of Geron (GERN) in Q4 2024, closing a stake of 45,443 shares — an estimated $206K sold.

Stephens Inc first reported a position in GERN in Q2 2023 and held it in 3 quarters. The position peaked at $300K in Q2 2024. 285 funds tracked by Wall St. Rank hold GERN as of Q4 2024.

Stephens Inc reported no remaining Geron position as of Q4 2024 after selling out during the quarter.
Stephens Inc sold 45,443 Geron shares in Q4 2024, an estimated $206K.
Stephens Inc first reported a position in Geron in Q2 2023 and held it in 3 quarters.
Stephens Inc's Geron position peaked at $300K in Q2 2024.
285 funds tracked by Wall St. Rank held Geron as of Q4 2024.

Based on Stephens Inc's 13F filing for Q4 2024, filed 28 Jan 2025.