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WealthBridge Capital Management’s Geron GERN Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-500
Closed -$1K – 393
2019
Q1 		$1K Sell
500
-300
-38% -$410 ﹤0.01% 882
2018
Q4 		$1K Buy
+800
New +$1.22K ﹤0.01% 848

Other funds holding GERN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthBridge Capital Management's GERN Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Geron (GERN) in Q2 2019, closing a stake of 500 shares — an estimated $1K sold.

WealthBridge Capital Management first reported a position in GERN in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 117 funds tracked by Wall St. Rank hold GERN as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Geron position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 500 Geron shares in Q2 2019, an estimated $1K.
  • WealthBridge Capital Management first reported a position in Geron in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Geron position peaked at $1K in Q1 2019.
  • 117 funds tracked by Wall St. Rank held Geron as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.