Surevest’s Geron GERN Stock Holding History

Surevest’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 Q3	$2K	Hold	1,050	–	–	﹤0.01%	392
2022 Q2	$2K	Hold	1,050	–	–	﹤0.01%	415
2022 Q1	$1K	Hold	1,050	–	–	﹤0.01%	464
2021 Q4	$1K	Buy	+1,050	New	+$1.5K	﹤0.01%	474

Other funds holding GERN

RCM

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

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

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 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

TCM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Surevest's GERN Position: Q3 2022 in Review

Surevest held its Geron (GERN) position steady in Q3 2022 at 1,050 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Surevest first reported a position in GERN in Q4 2021 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold GERN as of Q3 2022.

Surevest held 1,050 shares of Geron worth $2K as of Q3 2022.
Surevest left its Geron share count unchanged in Q3 2022.
Geron made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #392 holding.
Surevest first reported a position in Geron in Q4 2021 and has held it in 4 quarters since.
179 funds tracked by Wall St. Rank held Geron as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.