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TCI Wealth Advisors’s Geron GERN Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-1,220
Closed -$2.65K – 996
2023
Q1 		$2.65K Buy
+1,220
New +$3.46K ﹤0.01% 1899
2022
Q3 		– Sell
-150
Closed – – 2370
2022
Q2 		$0 Hold
150
– – ﹤0.01% 2360
2022
Q1 		$0 Hold
150
– – ﹤0.01% 2300
2021
Q4 		$0 Buy
+150
New +$215 ﹤0.01% 2368

Other funds holding GERN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TCI Wealth Advisors's GERN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Geron (GERN) in Q2 2023, closing a stake of 1,220 shares — an estimated $2.65K sold.

TCI Wealth Advisors first reported a position in GERN in Q4 2021 and held it in 4 quarters. The position peaked at $2.65K in Q1 2023. 201 funds tracked by Wall St. Rank hold GERN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Geron position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,220 Geron shares in Q2 2023, an estimated $2.65K.
  • TCI Wealth Advisors first reported a position in Geron in Q4 2021 and held it in 4 quarters.
  • TCI Wealth Advisors's Geron position peaked at $2.65K in Q1 2023.
  • 201 funds tracked by Wall St. Rank held Geron as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.