IFP Advisors’s Geron GERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78 | Buy |
+55
| New | +$78 | ﹤0.01% | 4754 |
|
|
2025
Q1 | – | Sell |
-10
| Closed | -$35 | – | 4462 |
|
|
2024
Q4 | $35 | Buy |
+10
| New | +$35 | ﹤0.01% | 4342 |
|
|
2023
Q1 | – | Sell |
-300
| Closed | -$1K | – | 3793 |
|
|
2022
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 4348 |
|
|
2022
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 4558 |
|
|
2022
Q2 | $1K | Hold |
300
| – | – | ﹤0.01% | 4332 |
|
|
2022
Q1 | $1K | Buy |
+300
| New | +$1K | ﹤0.01% | 4332 |
|
|
2021
Q4 | – | Sell |
-8,500
| Closed | -$12K | – | 3356 |
|
|
2021
Q3 | $12K | Hold |
8,500
| – | – | ﹤0.01% | 2141 |
|
|
2021
Q2 | $12K | Hold |
8,500
| – | – | ﹤0.01% | 2130 |
|
|
2021
Q1 | $14K | Sell |
8,500
-404
| -5% | -$665 | ﹤0.01% | 1984 |
|
|
2020
Q4 | $15K | Sell |
8,904
-596
| -6% | -$1K | ﹤0.01% | 1896 |
|
|
2020
Q3 | $17K | Hold |
9,500
| – | – | ﹤0.01% | 1701 |
|
|
2020
Q2 | $20K | Buy |
9,500
+2,000
| +27% | +$4.21K | ﹤0.01% | 1563 |
|
|
2020
Q1 | $8K | Hold |
7,500
| – | – | ﹤0.01% | 1851 |
|
|
2019
Q4 | $11K | Hold |
7,500
| – | – | ﹤0.01% | 1869 |
|
|
2019
Q3 | $10K | Buy |
+7,500
| New | +$10K | ﹤0.01% | 2071 |
|
|
2019
Q1 | – | Sell |
-7,700
| Closed | -$8K | – | 2733 |
|
|
2018
Q4 | $8K | Sell |
7,700
-28,750
| -79% | -$29.9K | ﹤0.01% | 2571 |
|
|
2018
Q3 | $64K | Sell |
36,450
-1,327
| -4% | -$2.33K | ﹤0.01% | 1748 |
|
|
2018
Q2 | $130K | Buy |
37,777
+10,537
| +39% | +$36.3K | 0.01% | 1317 |
|
|
2018
Q1 | $49K | Hold |
27,240
| – | – | ﹤0.01% | 1817 |
|
|
2017
Q4 | $49K | Sell |
27,240
-6,133
| -18% | -$11K | ﹤0.01% | 1813 |
|
|
2017
Q3 | $73K | Buy |
33,373
+133
| +0.4% | +$291 | ﹤0.01% | 1734 |
|
|
2017
Q2 | $92K | Sell |
33,240
-1,500
| -4% | -$4.15K | ﹤0.01% | 1559 |
|
|
2017
Q1 | $79K | Hold |
34,740
| – | – | ﹤0.01% | 1647 |
|
|
2016
Q4 | $72K | Buy |
34,740
+400
| +1% | +$829 | ﹤0.01% | 1654 |
|
|
2016
Q3 | $78K | Sell |
34,340
-500
| -1% | -$1.14K | ﹤0.01% | 1519 |
|
|
2016
Q2 | $93K | Buy |
+34,840
| New | +$93K | 0.01% | 1377 |
|
|
2016
Q1 | – | Sell |
-34,440
| Closed | -$167K | – | 2776 |
|
|
2015
Q4 | $167K | Buy |
+34,440
| New | +$167K | 0.01% | 914 |
|