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Tradition Wealth Management’s Geron GERN Stock Holding History

Tradition 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
2024
Q1 		– Sell
-2,000
Closed -$4K – 697
2023
Q4 		$4K Hold
2,000
– – ﹤0.01% 1181
2023
Q3 		$4K Hold
2,000
– – ﹤0.01% 1232
2023
Q2 		$6K Sell
2,000
-250
-11% -$711 ﹤0.01% 1155
2023
Q1 		$5K Buy
2,250
+250
+13% +$710 ﹤0.01% 1147
2022
Q4 		$5K Hold
2,000
– – ﹤0.01% 1042
2022
Q3 		$5K Hold
2,000
– – ﹤0.01% 1067
2022
Q2 		$3K Hold
2,000
– – ﹤0.01% 1043
2022
Q1 		$3K Buy
+2,000
New +$2.23K ﹤0.01% 1105
2021
Q4 		– Sell
-2,000
Closed -$3K – 1198
2021
Q3 		$3K Hold
2,000
– – ﹤0.01% 1118
2021
Q2 		$3K Buy
+2,000
New +$2.91K ﹤0.01% 1134
2021
Q1 		– Sell
-2,000
Closed -$3K – 884
2020
Q4 		$3K Buy
+2,000
New +$3.64K ﹤0.01% 896

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tradition Wealth Management's GERN Position: Q1 2024 in Review

Tradition Wealth Management sold out of Geron (GERN) in Q1 2024, closing a stake of 2,000 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in GERN in Q4 2020 and held it in 11 quarters. The position peaked at $6K in Q2 2023. 231 funds tracked by Wall St. Rank hold GERN as of Q1 2024.

  • Tradition Wealth Management reported no remaining Geron position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 2,000 Geron shares in Q1 2024, an estimated $4K.
  • Tradition Wealth Management first reported a position in Geron in Q4 2020 and held it in 11 quarters.
  • Tradition Wealth Management's Geron position peaked at $6K in Q2 2023.
  • 231 funds tracked by Wall St. Rank held Geron as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.