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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $329K | Buy |
220,604
+16,757
| +8% | +$25.5K | ﹤0.01% | 3353 |
|
|
2025
Q4 | $269K | Sell |
203,847
-144,742
| -42% | -$182K | ﹤0.01% | 3326 |
|
|
2025
Q3 | $478K | Sell |
348,589
-8,838
| -2% | -$11.8K | ﹤0.01% | 2766 |
|
|
2025
Q2 | $504K | Buy |
357,427
+250,752
| +235% | +$355K | ﹤0.01% | 2469 |
|
|
2025
Q1 | $170K | Buy |
106,675
+40,014
| +60% | +$97.4K | ﹤0.01% | 3132 |
|
|
2024
Q4 | $236K | Sell |
66,661
-26,123
| -28% | -$104K | ﹤0.01% | 2850 |
|
|
2024
Q3 | $421K | Buy |
92,784
+17,837
| +24% | +$81.1K | ﹤0.01% | 2257 |
|
|
2024
Q2 | $318K | Buy |
74,947
+39,919
| +114% | +$156K | ﹤0.01% | 2296 |
|
|
2024
Q1 | $116K | Buy |
35,028
+6,211
| +22% | +$13.9K | ﹤0.01% | 2680 |
|
|
2023
Q4 | $60.8K | Buy |
28,817
+16,420
| +132% | +$31.9K | ﹤0.01% | 2630 |
|
|
2023
Q3 | $26.3K | Buy |
+12,397
| New | +$33.6K | ﹤0.01% | 2563 |
|
|
2021
Q2 | – | Sell |
-194,263
| Closed | -$307K | – | 2269 |
|
|
2021
Q1 | $307K | Buy |
194,263
+80,000
| +70% | +$143K | ﹤0.01% | 1788 |
|
|
2020
Q4 | $182K | Sell |
114,263
-768
| -0.7% | -$1.4K | ﹤0.01% | 1935 |
|
|
2020
Q3 | $200K | Buy |
115,031
+10,650
| +10% | +$19.7K | ﹤0.01% | 1683 |
|
|
2020
Q2 | $228K | Buy |
104,381
+19,900
| +24% | +$29.7K | ﹤0.01% | 1458 |
|
|
2020
Q1 | $101K | Sell |
84,481
-20,000
| -19% | -$24.5K | ﹤0.01% | 1530 |
|
|
2019
Q4 | $142K | Sell |
104,481
-700
| -0.7% | -$1.01K | ﹤0.01% | 1707 |
|
|
2019
Q3 | $140K | Sell |
105,181
-13,850
| -12% | -$18.6K | ﹤0.01% | 1675 |
|
|
2019
Q2 | $168K | Buy |
+119,031
| New | +$197K | ﹤0.01% | 1665 |
|
|
2018
Q4 | – | Sell |
-318,011
| Closed | -$560K | – | 2005 |
|
|
2018
Q3 | $560K | Sell |
318,011
-1,300
| -0.4% | -$5.67K | ﹤0.01% | 1018 |
|
|
2018
Q2 | $1.09M | Buy |
319,311
+111,208
| +53% | +$425K | ﹤0.01% | 700 |
|
|
2018
Q1 | $884K | Sell |
208,103
-100,420
| -33% | -$271K | ﹤0.01% | 800 |
|
|
2017
Q4 | $555K | Buy |
308,523
+126,810
| +70% | +$256K | ﹤0.01% | 1017 |
|
|
2017
Q3 | $396K | Buy |
181,713
+78,500
| +76% | +$185K | ﹤0.01% | 1158 |
|
|
2017
Q2 | $286K | Buy |
103,213
+1,345
| +1% | +$3.57K | ﹤0.01% | 1315 |
|
|
2017
Q1 | $231K | Buy |
101,868
+15,500
| +18% | +$33K | ﹤0.01% | 1403 |
|
|
2016
Q4 | $179K | Buy |
86,368
+7,921
| +10% | +$16.7K | ﹤0.01% | 1463 |
|
|
2016
Q3 | $177K | Buy |
78,447
+18,747
| +31% | +$48.6K | ﹤0.01% | 1465 |
|
|
2016
Q2 | $160K | Buy |
59,700
+2,000
| +3% | +$5.82K | ﹤0.01% | 1371 |
|
|
2016
Q1 | $168K | Buy |
57,700
+11,700
| +25% | +$35K | ﹤0.01% | 1304 |
|
|
2015
Q4 | $223K | Sell |
46,000
-14,785
| -24% | -$59.4K | ﹤0.01% | 1138 |
|
|
2015
Q3 | $168K | Buy |
60,785
+47,637
| +362% | +$173K | ﹤0.01% | 1289 |
|
|
2015
Q2 | $56K | Sell |
13,148
-18,202
| -58% | -$72.1K | ﹤0.01% | 1028 |
|
|
2015
Q1 | $118K | Buy |
31,350
+26,200
| +509% | +$88.9K | ﹤0.01% | 1488 |
|
|
2014
Q4 | $17K | Hold |
5,150
| – | – | ﹤0.01% | 2762 |
|
|
2014
Q3 | $10K | Buy |
5,150
+1,817
| +55% | +$4.48K | ﹤0.01% | 2936 |
|
|
2014
Q2 | $10K | Sell |
3,333
-11,109
| -77% | -$23.2K | ﹤0.01% | 2866 |
|
|
2014
Q1 | $29K | Buy |
14,442
+4,761
| +49% | +$19K | ﹤0.01% | 2151 |
|
|
2013
Q4 | $43K | Buy |
9,681
+4,159
| +75% | +$17.8K | ﹤0.01% | 1710 |
|
|
2013
Q3 | $17K | Buy |
5,522
+73
| +1% | +$120 | ﹤0.01% | 2187 |
|
|
2013
Q2 | $8K | Buy |
+5,449
| New | +$5.92K | ﹤0.01% | 2353 |
|
Other funds holding GERN
RCM
SCM
DTC
VCM
EP