Buckingham Strategic Wealth’s Geron GERN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$86K Hold
20,280
﹤0.01% 743
2024
Q1
$66.9K Buy
20,280
+280
+1% +$627 ﹤0.01% 740
2023
Q4
$42.2K Hold
20,000
﹤0.01% 714
2023
Q3
$42.4K Buy
20,000
+9,802
+96% +$26.6K ﹤0.01% 678
2023
Q2
$32.7K Buy
+10,198
New +$29K ﹤0.01% 688

Other funds holding GERN

Buckingham Strategic Wealth's GERN Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Geron (GERN) position steady in Q2 2024 at 20,280 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Buckingham Strategic Wealth first reported a position in GERN in Q2 2023 and has held it in 5 quarters since. 239 funds tracked by Wall St. Rank hold GERN as of Q2 2024.

  • Buckingham Strategic Wealth held 20,280 shares of Geron worth $86K as of Q2 2024.
  • Buckingham Strategic Wealth left its Geron share count unchanged in Q2 2024.
  • Geron made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #743 holding.
  • Buckingham Strategic Wealth first reported a position in Geron in Q2 2023 and has held it in 5 quarters since.
  • 239 funds tracked by Wall St. Rank held Geron as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.