WA
GERN icon

WFG Advisors’s Geron GERN Stock Holding History

WFG 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
2015
Q1 		– Sell
-1,250
Closed -$4K – 1887
2014
Q4 		$4K Hold
1,250
– – ﹤0.01% 1699
2014
Q3 		$3K Sell
1,250
-73
-6% -$180 ﹤0.01% 1787
2014
Q2 		$4K Hold
1,323
– – ﹤0.01% 1698
2014
Q1 		$3K Hold
1,323
– – ﹤0.01% 1734
2013
Q4 		$6K Sell
1,323
-1,190
-47% -$5.1K ﹤0.01% 1708
2013
Q3 		$8K Hold
2,513
– – ﹤0.01% 1598
2013
Q2 		$4K Buy
+2,513
New +$2.73K ﹤0.01% 1719

Other funds holding GERN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

WFG Advisors's GERN Position: Q1 2015 in Review

WFG Advisors sold out of Geron (GERN) in Q1 2015, closing a stake of 1,250 shares — an estimated $4K sold.

WFG Advisors first reported a position in GERN in Q2 2013 and held it in 7 quarters. The position peaked at $8K in Q3 2013. 123 funds tracked by Wall St. Rank hold GERN as of Q1 2015.

  • WFG Advisors reported no remaining Geron position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 1,250 Geron shares in Q1 2015, an estimated $4K.
  • WFG Advisors first reported a position in Geron in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Geron position peaked at $8K in Q3 2013.
  • 123 funds tracked by Wall St. Rank held Geron as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.