Cerity Partners’s Geron GERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.5K | Buy |
20,924
+3,748
| +22% | +$5.29K | ﹤0.01% | 2588 |
|
|
2025
Q1 | $27.3K | Sell |
17,176
-4,428
| -20% | -$7.04K | ﹤0.01% | 2425 |
|
|
2024
Q4 | $98.1K | Sell |
21,604
-461
| -2% | -$2.09K | ﹤0.01% | 2332 |
|
|
2024
Q3 | $100K | Buy |
+22,065
| New | +$100K | ﹤0.01% | 2424 |
|
|
2024
Q2 | – | Sell |
-20,013
| Closed | -$66K | – | 2296 |
|
|
2024
Q1 | $66K | Buy |
+20,013
| New | +$66K | ﹤0.01% | 2238 |
|
|
2023
Q1 | – | Sell |
-10,559
| Closed | -$25.6K | – | 1868 |
|
|
2022
Q4 | $25.6K | Buy |
+10,559
| New | +$25.6K | ﹤0.01% | 1454 |
|