Creative Planning’s Geron GERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
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|
2025
Q1 | $170K | Buy |
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|
2024
Q4 | $236K | Sell |
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|
2024
Q3 | $421K | Buy |
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|
2024
Q2 | $318K | Buy |
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|
2024
Q1 | $116K | Buy |
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|
2023
Q4 | $60.8K | Buy |
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|
2023
Q3 | $26.3K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $307K | Buy |
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|
2020
Q4 | $182K | Sell |
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|
2020
Q3 | $200K | Buy |
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|
2020
Q2 | $228K | Buy |
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|
2020
Q1 | $101K | Sell |
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|
2019
Q4 | $142K | Sell |
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|
2019
Q3 | $140K | Sell |
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|
2019
Q2 | $168K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $560K | Sell |
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|
2018
Q2 | $1.09M | Buy |
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|
2018
Q1 | $884K | Sell |
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|
2017
Q4 | $555K | Buy |
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|
2017
Q3 | $396K | Buy |
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|
2017
Q2 | $286K | Buy |
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|
2017
Q1 | $231K | Buy |
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|
2016
Q4 | $179K | Buy |
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|
2016
Q3 | $177K | Buy |
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|
2016
Q2 | $160K | Buy |
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|
2016
Q1 | $168K | Buy |
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|
2015
Q4 | $223K | Sell |
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|
2015
Q3 | $168K | Buy |
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|
2015
Q2 | $56K | Sell |
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|
2015
Q1 | $118K | Buy |
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|
2014
Q4 | $17K | Hold |
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|
2014
Q3 | $10K | Buy |
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|
2014
Q2 | $10K | Sell |
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|
2014
Q1 | $29K | Buy |
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|
2013
Q4 | $43K | Buy |
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|
2013
Q3 | $17K | Buy |
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|
2013
Q2 | $8K | Buy |
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