Geneos 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 | $2.12K | Sell |
1,500
-2,595
| -63% | -$3.66K | ﹤0.01% | 2796 |
|
|
2025
Q1 | $8.4K | Buy |
4,095
+2,595
| +173% | +$5.33K | ﹤0.01% | 2621 |
|
|
2024
Q4 | $5.31K | Hold |
1,500
| – | – | ﹤0.01% | 2307 |
|
|
2024
Q3 | $6.81K | Hold |
1,500
| – | – | ﹤0.01% | 1962 |
|
|
2024
Q2 | $6.36K | Hold |
1,500
| – | – | ﹤0.01% | 1665 |
|
|
2024
Q1 | $4.95K | Hold |
1,500
| – | – | ﹤0.01% | 1711 |
|
|
2023
Q4 | $3.17K | Hold |
1,500
| – | – | ﹤0.01% | 1827 |
|
|
2023
Q3 | $3.18K | Buy |
1,500
+500
| +50% | +$1.06K | ﹤0.01% | 1855 |
|
|
2023
Q2 | $3.21K | Hold |
1,000
| – | – | ﹤0.01% | 1844 |
|
|
2023
Q1 | $2.17K | Buy |
+1,000
| New | +$2.17K | ﹤0.01% | 1890 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$1K | – | 2234 |
|
|
2022
Q2 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 2489 |
|
|
2022
Q1 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 2642 |
|
|
2021
Q4 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 2669 |
|
|
2021
Q3 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 2739 |
|
|
2021
Q2 | $1K | Sell |
1,000
-100
| -9% | -$100 | ﹤0.01% | 2753 |
|
|
2021
Q1 | $1K | Buy |
1,100
+100
| +10% | +$91 | ﹤0.01% | 3014 |
|
|
2020
Q4 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 2788 |
|
|
2020
Q3 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 2519 |
|
|
2020
Q2 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 2461 |
|
|
2020
Q1 | $1K | Buy |
+1,000
| New | +$1K | ﹤0.01% | 2370 |
|
|
2017
Q4 | – | Sell |
-988
| Closed | -$2K | – | 2185 |
|
|
2017
Q3 | $2K | Hold |
988
| – | – | ﹤0.01% | 1969 |
|
|
2017
Q2 | $2K | Hold |
988
| – | – | ﹤0.01% | 1923 |
|
|
2017
Q1 | $2K | Hold |
988
| – | – | ﹤0.01% | 1885 |
|
|
2016
Q4 | $2K | Hold |
988
| – | – | ﹤0.01% | 1856 |
|
|
2016
Q3 | $2K | Hold |
988
| – | – | ﹤0.01% | 1775 |
|
|
2016
Q2 | $2K | Hold |
988
| – | – | ﹤0.01% | 1678 |
|
|
2016
Q1 | $2K | Buy |
+988
| New | +$2K | ﹤0.01% | 1659 |
|