Values First Advisors’s Geron GERN Stock Holding History

Values First 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
2024 Q4	–	Sell	-30,674	Closed	-$139K	–	252
2024 Q3	$139K	Buy	30,674 +3,668	+14%	+$16.7K	0.08%	167
2024 Q2	$115K	Buy	+27,006	New	+$105K	0.07%	153

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

Values First Advisors's GERN Position: Q4 2024 in Review

Values First Advisors sold out of Geron (GERN) in Q4 2024, closing a stake of 30,674 shares — an estimated $139K sold.

Values First Advisors first reported a position in GERN in Q2 2024 and held it in 2 quarters. The position peaked at $139K in Q3 2024. 285 funds tracked by Wall St. Rank hold GERN as of Q4 2024.

Values First Advisors reported no remaining Geron position as of Q4 2024 after selling out during the quarter.
Values First Advisors sold 30,674 Geron shares in Q4 2024, an estimated $139K.
Values First Advisors first reported a position in Geron in Q2 2024 and held it in 2 quarters.
Values First Advisors's Geron position peaked at $139K in Q3 2024.
285 funds tracked by Wall St. Rank held Geron as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.