Kestra Advisory Services’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 |
-42,435
| Closed | -$67.5K | – | 2878 |
|
|
2025
Q1 | $67.5K | Buy |
42,435
+83
| +0.2% | +$132 | ﹤0.01% | 2623 |
|
|
2024
Q4 | $150K | Sell |
42,352
-2,000
| -5% | -$7.08K | ﹤0.01% | 2520 |
|
|
2024
Q3 | $201K | Sell |
44,352
-2,000
| -4% | -$9.08K | ﹤0.01% | 2363 |
|
|
2024
Q2 | $197K | Buy |
46,352
+922
| +2% | +$3.91K | ﹤0.01% | 2410 |
|
|
2024
Q1 | $150K | Sell |
45,430
-2,534
| -5% | -$8.36K | ﹤0.01% | 2332 |
|
|
2023
Q4 | $101K | Sell |
47,964
-7,049
| -13% | -$14.9K | ﹤0.01% | 2193 |
|
|
2023
Q3 | $117K | Hold |
55,013
| – | – | ﹤0.01% | 2005 |
|
|
2023
Q2 | $177K | Buy |
55,013
+1,500
| +3% | +$4.82K | ﹤0.01% | 1927 |
|
|
2023
Q1 | $116K | Buy |
53,513
+1,500
| +3% | +$3.26K | ﹤0.01% | 1942 |
|
|
2022
Q4 | $126K | Buy |
52,013
+9,069
| +21% | +$21.9K | ﹤0.01% | 2111 |
|
|
2022
Q3 | $100K | Buy |
+42,944
| New | +$100K | ﹤0.01% | 1981 |
|