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Wealthspire Advisors (Maryland)’s Geron GERN Stock Holding History

Wealthspire Advisors (Maryland)’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
-3,000
Closed -$5K – 1055
2019
Q1 		$5K Hold
3,000
– – ﹤0.01% 1822
2018
Q4 		$3K Hold
3,000
– – ﹤0.01% 1944
2018
Q3 		$5K Hold
3,000
– – ﹤0.01% 1792
2018
Q2 		$10K Hold
3,000
– – ﹤0.01% 1534
2018
Q1 		$13K Hold
3,000
– – ﹤0.01% 1455
2017
Q4 		$5K Hold
3,000
– – ﹤0.01% 1827
2017
Q3 		$7K Hold
3,000
– – ﹤0.01% 1682
2017
Q2 		$8K Buy
+3,000
New +$7.97K ﹤0.01% 1614

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

Wealthspire Advisors (Maryland)'s GERN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Geron (GERN) in Q2 2019, closing a stake of 3,000 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in GERN in Q2 2017 and held it in 8 quarters. The position peaked at $13K in Q1 2018. 117 funds tracked by Wall St. Rank hold GERN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Geron position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,000 Geron shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Geron in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Geron position peaked at $13K in Q1 2018.
  • 117 funds tracked by Wall St. Rank held Geron as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.