Elmwood 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 | $39.8K | Sell |
28,200
-85
| -0.3% | -$120 | 0.02% | 129 |
|
|
2025
Q1 | $45K | Buy |
28,285
+2,085
| +8% | +$3.32K | 0.02% | 128 |
|
|
2024
Q4 | $92.7K | Buy |
+26,200
| New | +$92.7K | 0.04% | 128 |
|
|
2024
Q3 | – | Sell |
-26,200
| Closed | -$111K | – | 131 |
|
|
2024
Q2 | $111K | Hold |
26,200
| – | – | 0.05% | 122 |
|
|
2024
Q1 | $86.5K | Buy |
+26,200
| New | +$86.5K | 0.04% | 122 |
|
|
2023
Q4 | – | Sell |
-24,200
| Closed | -$51.3K | – | 106 |
|
|
2023
Q3 | $51.3K | Hold |
24,200
| – | – | 0.02% | 117 |
|
|
2023
Q2 | $77.7K | Hold |
24,200
| – | – | 0.04% | 115 |
|
|
2023
Q1 | $52.5K | Buy |
24,200
+4,750
| +24% | +$10.3K | 0.02% | 118 |
|
|
2022
Q4 | $47.1K | Hold |
19,450
| – | – | 0.02% | 118 |
|
|
2022
Q3 | $46K | Hold |
19,450
| – | – | 0.02% | 114 |
|
|
2022
Q2 | $30K | Buy |
19,450
+6,000
| +45% | +$9.25K | 0.02% | 111 |
|
|
2022
Q1 | $18K | Hold |
13,450
| – | – | 0.01% | 113 |
|
|
2021
Q4 | $16K | Buy |
+13,450
| New | +$16K | 0.01% | 260 |
|
|
2021
Q2 | $16K | Hold |
11,650
| – | – | 0.01% | 231 |
|
|
2021
Q1 | $18K | Buy |
+11,650
| New | +$18K | 0.01% | 222 |
|
|
2020
Q3 | $13K | Hold |
5,750
| – | – | 0.01% | 177 |
|
|
2020
Q2 | $13K | Buy |
+5,750
| New | +$13K | 0.01% | 177 |
|