HighMark 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 | $3.56K | Hold |
2,525
| – | – | ﹤0.01% | 436 |
|
|
2025
Q1 | $4.02K | Buy |
2,525
+750
| +42% | +$1.19K | ﹤0.01% | 391 |
|
|
2024
Q4 | $6.28K | Sell |
1,775
-3,550
| -67% | -$12.6K | ﹤0.01% | 358 |
|
|
2024
Q3 | $24.2K | Hold |
5,325
| – | – | 0.01% | 188 |
|
|
2024
Q2 | $22.6K | Buy |
5,325
+725
| +16% | +$3.07K | 0.01% | 192 |
|
|
2024
Q1 | $15.2K | Buy |
4,600
+2,600
| +130% | +$8.58K | 0.01% | 230 |
|
|
2023
Q4 | $4.22K | Hold |
2,000
| – | – | ﹤0.01% | 397 |
|
|
2023
Q3 | $4.24K | Buy |
2,000
+1,650
| +471% | +$3.5K | ﹤0.01% | 374 |
|
|
2023
Q2 | $803 | Buy |
350
+200
| +133% | +$459 | ﹤0.01% | 510 |
|
|
2023
Q1 | $326 | Buy |
+150
| New | +$326 | ﹤0.01% | 571 |
|
|
2020
Q4 | – | Sell |
-7,000
| Closed | -$12K | – | 462 |
|
|
2020
Q3 | $12K | Buy |
+7,000
| New | +$12K | 0.01% | 198 |
|
|
2020
Q2 | – | Sell |
-6,000
| Closed | -$7K | – | 182 |
|
|
2020
Q1 | $7K | Hold |
6,000
| – | – | 0.01% | 182 |
|
|
2019
Q4 | $8K | Buy |
+6,000
| New | +$8K | 0.01% | 237 |
|