CAPTRUST Financial Advisors’s Geron GERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3K | Sell |
14,391
-1,014
| -7% | -$1.43K | ﹤0.01% | 2470 |
|
|
2025
Q1 | $24.5K | Buy |
15,405
+1,161
| +8% | +$1.85K | ﹤0.01% | 2313 |
|
|
2024
Q4 | $50.4K | Sell |
14,244
-189
| -1% | -$669 | ﹤0.01% | 2237 |
|
|
2024
Q3 | $65.5K | Buy |
14,433
+2,489
| +21% | +$11.3K | ﹤0.01% | 2225 |
|
|
2024
Q2 | $50.6K | Buy |
11,944
+1,780
| +18% | +$7.55K | ﹤0.01% | 2146 |
|
|
2024
Q1 | $33.5K | Sell |
10,164
-7,334
| -42% | -$24.2K | ﹤0.01% | 2100 |
|
|
2023
Q4 | $36.9K | Sell |
17,498
-3,235
| -16% | -$6.83K | ﹤0.01% | 2607 |
|
|
2023
Q3 | $44K | Sell |
20,733
-7,637
| -27% | -$16.2K | ﹤0.01% | 2490 |
|
|
2023
Q2 | $91.1K | Buy |
28,370
+7,318
| +35% | +$23.5K | ﹤0.01% | 2386 |
|
|
2023
Q1 | $45.7K | Buy |
+21,052
| New | +$45.7K | ﹤0.01% | 2219 |
|
|
2022
Q3 | – | Sell |
-4,729
| Closed | -$7K | – | 2839 |
|
|
2022
Q2 | $7K | Buy |
4,729
+2,129
| +82% | +$3.15K | ﹤0.01% | 3924 |
|
|
2022
Q1 | $4K | Sell |
2,600
-23
| -0.9% | -$35 | ﹤0.01% | 4242 |
|
|
2021
Q4 | $3K | Hold |
2,623
| – | – | ﹤0.01% | 4272 |
|
|
2021
Q3 | $4K | Sell |
2,623
-3,030
| -54% | -$4.62K | ﹤0.01% | 4025 |
|
|
2021
Q2 | $8K | Sell |
5,653
-11,370
| -67% | -$16.1K | ﹤0.01% | 3661 |
|
|
2021
Q1 | $27K | Buy |
17,023
+15,000
| +741% | +$23.8K | ﹤0.01% | 2813 |
|
|
2020
Q4 | $3K | Buy |
2,023
+23
| +1% | +$34 | ﹤0.01% | 2996 |
|
|
2020
Q3 | $4K | Sell |
2,000
-23
| -1% | -$46 | ﹤0.01% | 2585 |
|
|
2020
Q2 | $4K | Buy |
+2,023
| New | +$4K | ﹤0.01% | 2442 |
|
|
2019
Q4 | – | Sell |
-23
| Closed | – | – | 1322 |
|
|
2019
Q3 | $0 | Hold |
23
| – | – | ﹤0.01% | 1971 |
|
|
2019
Q2 | $0 | Hold |
23
| – | – | ﹤0.01% | 1957 |
|
|
2019
Q1 | $0 | Hold |
23
| – | – | ﹤0.01% | 1839 |
|
|
2018
Q4 | $0 | Hold |
23
| – | – | ﹤0.01% | 1612 |
|
|
2018
Q3 | $0 | Sell |
23
-5,977
| -100% | – | ﹤0.01% | 1628 |
|
|
2018
Q2 | $21K | Buy |
6,000
+1,000
| +20% | +$3.5K | ﹤0.01% | 934 |
|
|
2018
Q1 | $20K | Buy |
+5,000
| New | +$20K | ﹤0.01% | 831 |
|