Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-204
Closed -$655 257
2023
Q2
$655 Hold
204
﹤0.01% 234
2023
Q1
$443 Hold
204
﹤0.01% 239
2022
Q4
$494 Hold
204
﹤0.01% 219
2022
Q3
$478 Hold
204
﹤0.01% 234
2022
Q2
$317 Hold
204
﹤0.01% 219
2022
Q1
$278 Hold
204
﹤0.01% 211
2021
Q4
$249 Buy
+204
New +$292 ﹤0.01% 186

Other funds holding GERN

WFA Asset Management's GERN Position: Q3 2023 in Review

WFA Asset Management sold out of Geron (GERN) in Q3 2023, closing a stake of 204 shares — an estimated $655 sold.

WFA Asset Management first reported a position in GERN in Q4 2021 and held it in 7 quarters. The position peaked at $655 in Q2 2023. 202 funds tracked by Wall St. Rank hold GERN as of Q3 2023.

  • WFA Asset Management reported no remaining Geron position as of Q3 2023 after selling out during the quarter.
  • WFA Asset Management sold 204 Geron shares in Q3 2023, an estimated $655.
  • WFA Asset Management first reported a position in Geron in Q4 2021 and held it in 7 quarters.
  • WFA Asset Management's Geron position peaked at $655 in Q2 2023.
  • 202 funds tracked by Wall St. Rank held Geron as of Q3 2023.

Based on WFA Asset Management's 13F filing for Q3 2023, filed 13 Oct 2023.