Compass Wealth Management’s Geron GERN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-700
Closed -$1.11K 243
2025
Q1
$1.11K Hold
700
﹤0.01% 419
2024
Q4
$2.48K Hold
700
﹤0.01% 374
2024
Q3
$3.18K Buy
+700
New +$3.18K ﹤0.01% 377