WealthTrust Axiom’s Geron GERN Stock Holding History

WealthTrust Axiom’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
2025 Q1	–	Sell	-10,000	Closed	-$35.4K	–	260
2024 Q4	$35.4K	Hold	10,000	–	–	0.01%	251
2024 Q3	$45.4K	Hold	10,000	–	–	0.01%	259
2024 Q2	$42.4K	Hold	10,000	–	–	0.01%	250
2024 Q1	$33K	Hold	10,000	–	–	0.01%	257
2023 Q4	$21.1K	Hold	10,000	–	–	0.01%	249
2023 Q3	$21.2K	Hold	10,000	–	–	0.01%	237
2023 Q2	$32.1K	Hold	10,000	–	–	0.01%	248
2023 Q1	$21.7K	Hold	10,000	–	–	0.01%	247
2022 Q4	$24.2K	Hold	10,000	–	–	0.01%	240
2022 Q3	$23K	Hold	10,000	–	–	0.01%	237
2022 Q2	$15K	Hold	10,000	–	–	0.01%	241
2022 Q1	$13K	Hold	10,000	–	–	﹤0.01%	264
2021 Q4	$12K	Hold	10,000	–	–	﹤0.01%	266
2021 Q3	$13K	Hold	10,000	–	–	﹤0.01%	256
2021 Q2	$14K	Hold	10,000	–	–	﹤0.01%	267
2021 Q1	$15K	Buy	+10,000	New	+$17.9K	0.01%	255

Other funds holding GERN

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

VPC

Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthTrust Axiom's GERN Position: Q1 2025 in Review

WealthTrust Axiom sold out of Geron (GERN) in Q1 2025, closing a stake of 10,000 shares — an estimated $35.4K sold.

WealthTrust Axiom first reported a position in GERN in Q1 2021 and held it in 16 quarters. The position peaked at $45.4K in Q3 2024. 270 funds tracked by Wall St. Rank hold GERN as of Q1 2025.

WealthTrust Axiom reported no remaining Geron position as of Q1 2025 after selling out during the quarter.
WealthTrust Axiom sold 10,000 Geron shares in Q1 2025, an estimated $35.4K.
WealthTrust Axiom first reported a position in Geron in Q1 2021 and held it in 16 quarters.
WealthTrust Axiom's Geron position peaked at $45.4K in Q3 2024.
270 funds tracked by Wall St. Rank held Geron as of Q1 2025.

Based on WealthTrust Axiom's 13F filing for Q1 2025, filed 14 May 2025.