Integrated Wealth Concepts’s Geron GERN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,349	Closed	-$16.5K	–	1936
2025 Q1	$16.5K	Buy	10,349 +64	+0.6%	+$102	﹤0.01%	1722
2024 Q4	$36.4K	Buy	+10,285	New	+$36.4K	﹤0.01%	1696