Creative Planning’s Geron GERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
357,427
+250,752
| +235% | +$354K | ﹤0.01% | 2462 |
|
|
2025
Q1 | $170K | Buy |
106,675
+40,014
| +60% | +$63.6K | ﹤0.01% | 3123 |
|
|
2024
Q4 | $236K | Sell |
66,661
-26,123
| -28% | -$92.5K | ﹤0.01% | 2841 |
|
|
2024
Q3 | $421K | Buy |
92,784
+17,837
| +24% | +$81K | ﹤0.01% | 2257 |
|
|
2024
Q2 | $318K | Buy |
74,947
+39,919
| +114% | +$169K | ﹤0.01% | 2287 |
|
|
2024
Q1 | $116K | Buy |
35,028
+6,211
| +22% | +$20.5K | ﹤0.01% | 2668 |
|
|
2023
Q4 | $60.8K | Buy |
28,817
+16,420
| +132% | +$34.6K | ﹤0.01% | 2616 |
|
|
2023
Q3 | $26.3K | Buy |
+12,397
| New | +$26.3K | ﹤0.01% | 2541 |
|
|
2021
Q2 | – | Sell |
-194,263
| Closed | -$307K | – | 2122 |
|
|
2021
Q1 | $307K | Buy |
194,263
+80,000
| +70% | +$126K | ﹤0.01% | 1759 |
|
|
2020
Q4 | $182K | Sell |
114,263
-768
| -0.7% | -$1.22K | ﹤0.01% | 1897 |
|
|
2020
Q3 | $200K | Buy |
115,031
+10,650
| +10% | +$18.5K | ﹤0.01% | 1657 |
|
|
2020
Q2 | $228K | Buy |
104,381
+19,900
| +24% | +$43.5K | ﹤0.01% | 1440 |
|
|
2020
Q1 | $101K | Sell |
84,481
-20,000
| -19% | -$23.9K | ﹤0.01% | 1512 |
|
|
2019
Q4 | $142K | Sell |
104,481
-700
| -0.7% | -$951 | ﹤0.01% | 1696 |
|
|
2019
Q3 | $140K | Sell |
105,181
-13,850
| -12% | -$18.4K | ﹤0.01% | 1666 |
|
|
2019
Q2 | $168K | Buy |
+119,031
| New | +$168K | ﹤0.01% | 1656 |
|
|
2018
Q4 | – | Sell |
-318,011
| Closed | -$560K | – | 1852 |
|
|
2018
Q3 | $560K | Sell |
318,011
-1,300
| -0.4% | -$2.29K | ﹤0.01% | 1009 |
|
|
2018
Q2 | $1.1M | Buy |
319,311
+111,208
| +53% | +$381K | ﹤0.01% | 694 |
|
|
2018
Q1 | $884K | Sell |
208,103
-100,420
| -33% | -$427K | ﹤0.01% | 794 |
|
|
2017
Q4 | $555K | Buy |
308,523
+126,810
| +70% | +$228K | ﹤0.01% | 1009 |
|
|
2017
Q3 | $396K | Buy |
181,713
+78,500
| +76% | +$171K | ﹤0.01% | 1150 |
|
|
2017
Q2 | $286K | Buy |
103,213
+1,345
| +1% | +$3.73K | ﹤0.01% | 1303 |
|
|
2017
Q1 | $231K | Buy |
101,868
+15,500
| +18% | +$35.1K | ﹤0.01% | 1393 |
|
|
2016
Q4 | $179K | Buy |
86,368
+7,921
| +10% | +$16.4K | ﹤0.01% | 1453 |
|
|
2016
Q3 | $177K | Buy |
78,447
+18,747
| +31% | +$42.3K | ﹤0.01% | 1459 |
|
|
2016
Q2 | $160K | Buy |
59,700
+2,000
| +3% | +$5.36K | ﹤0.01% | 1365 |
|
|
2016
Q1 | $168K | Buy |
57,700
+11,700
| +25% | +$34.1K | ﹤0.01% | 1300 |
|
|
2015
Q4 | $223K | Sell |
46,000
-14,785
| -24% | -$71.7K | ﹤0.01% | 1129 |
|
|
2015
Q3 | $168K | Buy |
60,785
+47,637
| +362% | +$132K | ﹤0.01% | 1282 |
|
|
2015
Q2 | $56K | Sell |
13,148
-18,202
| -58% | -$77.5K | ﹤0.01% | 1005 |
|
|
2015
Q1 | $118K | Buy |
31,350
+26,200
| +509% | +$98.6K | ﹤0.01% | 1478 |
|
|
2014
Q4 | $17K | Hold |
5,150
| – | – | ﹤0.01% | 2729 |
|
|
2014
Q3 | $10K | Buy |
5,150
+1,817
| +55% | +$3.53K | ﹤0.01% | 2895 |
|
|
2014
Q2 | $10K | Sell |
3,333
-11,109
| -77% | -$33.3K | ﹤0.01% | 2806 |
|
|
2014
Q1 | $29K | Buy |
14,442
+4,761
| +49% | +$9.56K | ﹤0.01% | 2133 |
|
|
2013
Q4 | $43K | Buy |
9,681
+4,159
| +75% | +$18.5K | ﹤0.01% | 1710 |
|
|
2013
Q3 | $17K | Buy |
5,522
+73
| +1% | +$225 | ﹤0.01% | 2187 |
|
|
2013
Q2 | $8K | Buy |
+5,449
| New | +$8K | ﹤0.01% | 2353 |
|