SVA Wealth Management’s Geron GERN Stock Holding History

SVA 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
2020 Q4	$80K	Hold	50,300	–	–	0.01%	227
2020 Q3	$88K	Hold	50,300	–	–	0.01%	207
2020 Q2	$110K	Hold	50,300	–	–	0.01%	195
2020 Q1	$60K	Hold	50,300	–	–	0.01%	183
2019 Q4	$68K	Hold	50,300	–	–	0.01%	204
2019 Q3	$67K	Hold	50,300	–	–	0.01%	199
2019 Q2	$71K	Hold	50,300	–	–	0.01%	205
2019 Q1	$83K	Hold	50,300	–	–	0.01%	207
2018 Q4	$50K	Buy	50,300 +25,000	+99%	+$38K	0.01%	205
2018 Q3	$45K	Hold	25,300	–	–	﹤0.01%	210
2018 Q2	$87K	Buy	+25,300	New	+$96.6K	0.01%	210

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

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

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

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

NMC

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

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

GPP

Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

SVA Wealth Management's GERN Position: Q4 2020 in Review

SVA Wealth Management held its Geron (GERN) position steady in Q4 2020 at 50,300 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #227.

SVA Wealth Management first reported a position in GERN in Q2 2018 and has held it in 11 quarters since. The position peaked at $110K in Q2 2020. 152 funds tracked by Wall St. Rank hold GERN as of Q4 2020.

SVA Wealth Management held 50,300 shares of Geron worth $80K as of Q4 2020.
SVA Wealth Management left its Geron share count unchanged in Q4 2020.
Geron made up 0.01% of SVA Wealth Management's portfolio in Q4 2020, its #227 holding.
SVA Wealth Management first reported a position in Geron in Q2 2018 and has held it in 11 quarters since.
SVA Wealth Management's Geron position peaked at $110K in Q2 2020.
152 funds tracked by Wall St. Rank held Geron as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.