Chicago Partners Investment Group’s Geron GERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34K | Sell |
25,574
-15,874
| -38% | -$21.1K | ﹤0.01% | 1085 |
|
|
2025
Q1 | $54.3K | Buy |
41,448
+24,389
| +143% | +$32K | ﹤0.01% | 914 |
|
|
2024
Q4 | $58.3K | Sell |
17,059
-7,756
| -31% | -$26.5K | ﹤0.01% | 839 |
|
|
2024
Q3 | $101K | Buy |
24,815
+1,714
| +7% | +$6.98K | ﹤0.01% | 782 |
|
|
2024
Q2 | $108K | Sell |
23,101
-11,602
| -33% | -$54.4K | ﹤0.01% | 733 |
|
|
2024
Q1 | $121K | Buy |
34,703
+585
| +2% | +$2.05K | 0.01% | 714 |
|
|
2023
Q4 | $71K | Buy |
34,118
+4,252
| +14% | +$8.84K | ﹤0.01% | 683 |
|
|
2023
Q3 | $52.9K | Buy |
29,866
+8,557
| +40% | +$15.1K | ﹤0.01% | 642 |
|
|
2023
Q2 | $68.2K | Buy |
21,309
+9,262
| +77% | +$29.6K | ﹤0.01% | 665 |
|
|
2023
Q1 | $31.9K | Sell |
12,047
-22,895
| -66% | -$60.7K | ﹤0.01% | 653 |
|
|
2022
Q4 | $112K | Buy |
34,942
+4,714
| +16% | +$15.1K | 0.01% | 614 |
|
|
2022
Q3 | $63K | Buy |
30,228
+4,936
| +20% | +$10.3K | ﹤0.01% | 573 |
|
|
2022
Q2 | $48K | Buy |
25,292
+904
| +4% | +$1.72K | ﹤0.01% | 584 |
|
|
2022
Q1 | $32K | Sell |
24,388
-15,216
| -38% | -$20K | ﹤0.01% | 556 |
|
|
2021
Q4 | $40K | Sell |
39,604
-6,386
| -14% | -$6.45K | ﹤0.01% | 561 |
|
|
2021
Q3 | $70K | Sell |
45,990
-5,461
| -11% | -$8.31K | ﹤0.01% | 570 |
|
|
2021
Q2 | $66K | Buy |
51,451
+2,935
| +6% | +$3.77K | ﹤0.01% | 524 |
|
|
2021
Q1 | $73K | Buy |
48,516
+5,460
| +13% | +$8.22K | 0.01% | 514 |
|
|
2020
Q4 | $74K | Buy |
43,056
+16,426
| +62% | +$28.2K | 0.01% | 462 |
|
|
2020
Q3 | $48K | Buy |
+26,630
| New | +$48K | 0.01% | 402 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$1K | – | 555 |
|
|
2018
Q3 | $1K | Hold |
400
| – | – | ﹤0.01% | 1023 |
|
|
2018
Q2 | $1K | Hold |
400
| – | – | ﹤0.01% | 933 |
|
|
2018
Q1 | $2K | Hold |
400
| – | – | ﹤0.01% | 895 |
|
|
2017
Q4 | $1K | Hold |
400
| – | – | ﹤0.01% | 860 |
|
|
2017
Q3 | $1K | Buy |
+400
| New | +$1K | ﹤0.01% | 937 |
|
|
2017
Q2 | – | Sell |
-400
| Closed | -$1K | – | 702 |
|
|
2017
Q1 | $1K | Hold |
400
| – | – | ﹤0.01% | 531 |
|
|
2016
Q4 | $1K | Hold |
400
| – | – | ﹤0.01% | 522 |
|
|
2016
Q3 | $1K | Hold |
400
| – | – | ﹤0.01% | 484 |
|
|
2016
Q2 | $1K | Hold |
400
| – | – | ﹤0.01% | 433 |
|
|
2016
Q1 | $1K | Hold |
400
| – | – | ﹤0.01% | 422 |
|
|
2015
Q4 | $2K | Hold |
400
| – | – | ﹤0.01% | 475 |
|
|
2015
Q3 | $1K | Hold |
400
| – | – | ﹤0.01% | 429 |
|
|
2015
Q2 | $2K | Sell |
400
-64
| -14% | -$320 | ﹤0.01% | 425 |
|
|
2015
Q1 | $2K | Buy |
464
+64
| +16% | +$276 | ﹤0.01% | 465 |
|
|
2014
Q4 | $1K | Buy |
+400
| New | +$1K | ﹤0.01% | 513 |
|