LPL Financial’s Geron GERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $223K | Buy |
149,857
+20,469
| +16% | +$31.1K | ﹤0.01% | 5414 |
|
|
2025
Q4 | $171K | Sell |
129,388
-3,482
| -3% | -$4.37K | ﹤0.01% | 5490 |
|
|
2025
Q3 | $182K | Buy |
132,870
+523
| +0.4% | +$696 | ﹤0.01% | 5380 |
|
|
2025
Q2 | $187K | Buy |
132,347
+714
| +0.5% | +$1.01K | ﹤0.01% | 5115 |
|
|
2025
Q1 | $209K | Sell |
131,633
-214,203
| -62% | -$522K | ﹤0.01% | 4844 |
|
|
2024
Q4 | $1.22M | Buy |
345,836
+61,778
| +22% | +$247K | ﹤0.01% | 3322 |
|
|
2024
Q3 | $1.29M | Buy |
284,058
+33,731
| +13% | +$153K | ﹤0.01% | 3149 |
|
|
2024
Q2 | $1.06M | Buy |
250,327
+54,566
| +28% | +$213K | ﹤0.01% | 3194 |
|
|
2024
Q1 | $646K | Buy |
195,761
+74,200
| +61% | +$166K | ﹤0.01% | 3568 |
|
|
2023
Q4 | $256K | Buy |
121,561
+15,619
| +15% | +$30.4K | ﹤0.01% | 4214 |
|
|
2023
Q3 | $225K | Buy |
105,942
+7,575
| +8% | +$20.6K | ﹤0.01% | 4148 |
|
|
2023
Q2 | $316K | Sell |
98,367
-18,800
| -16% | -$53.5K | ﹤0.01% | 3805 |
|
|
2023
Q1 | $254K | Sell |
117,167
-2,400
| -2% | -$6.82K | ﹤0.01% | 3871 |
|
|
2022
Q4 | $289K | Hold |
119,567
| – | – | ﹤0.01% | 3665 |
|
|
2022
Q3 | $280K | Buy |
119,567
+17,450
| +17% | +$39.1K | ﹤0.01% | 3649 |
|
|
2022
Q2 | $158K | Sell |
102,117
-57,605
| -36% | -$81.4K | ﹤0.01% | 4015 |
|
|
2022
Q1 | $217K | Buy |
159,722
+2,373
| +2% | +$2.65K | ﹤0.01% | 3795 |
|
|
2021
Q4 | $192K | Buy |
157,349
+1,850
| +1% | +$2.65K | ﹤0.01% | 3995 |
|
|
2021
Q3 | $213K | Buy |
155,499
+467
| +0.3% | +$623 | ﹤0.01% | 3930 |
|
|
2021
Q2 | $219K | Buy |
155,032
+62,083
| +67% | +$90.3K | ﹤0.01% | 3840 |
|
|
2021
Q1 | $147K | Buy |
92,949
+77,632
| +507% | +$139K | ﹤0.01% | 3855 |
|
|
2020
Q4 | $24K | Sell |
15,317
-1,000
| -6% | -$1.82K | ﹤0.01% | 3772 |
|
|
2020
Q3 | $28K | Buy |
16,317
+800
| +5% | +$1.48K | ﹤0.01% | 3488 |
|
|
2020
Q2 | $34K | Sell |
15,517
-700
| -4% | -$1.05K | ﹤0.01% | 3381 |
|
|
2020
Q1 | $19K | Buy |
16,217
+300
| +2% | +$367 | ﹤0.01% | 3149 |
|
|
2019
Q4 | $22K | Sell |
15,917
-600
| -4% | -$867 | ﹤0.01% | 3307 |
|
|
2019
Q3 | $22K | Hold |
16,517
| – | – | ﹤0.01% | 3247 |
|
|
2019
Q2 | $23K | Sell |
16,517
-2,150
| -12% | -$3.55K | ﹤0.01% | 3242 |
|
|
2019
Q1 | $31K | Buy |
18,667
+500
| +3% | +$683 | ﹤0.01% | 3143 |
|
|
2018
Q4 | $18K | Sell |
18,167
-9,700
| -35% | -$14.7K | ﹤0.01% | 3043 |
|
|
2018
Q3 | $49K | Buy |
27,867
+250
| +0.9% | +$1.09K | ﹤0.01% | 3173 |
|
|
2018
Q2 | $95K | Buy |
27,617
+3,200
| +13% | +$12.2K | ﹤0.01% | 3110 |
|
|
2018
Q1 | $104K | Buy |
24,417
+9,317
| +62% | +$25.2K | ﹤0.01% | 3070 |
|
|
2017
Q4 | $27K | Sell |
15,100
-3,000
| -17% | -$6.06K | ﹤0.01% | 2991 |
|
|
2017
Q3 | $39K | Sell |
18,100
-250
| -1% | -$590 | ﹤0.01% | 2829 |
|
|
2017
Q2 | $51K | Sell |
18,350
-325
| -2% | -$863 | ﹤0.01% | 2751 |
|
|
2017
Q1 | $41K | Buy |
18,675
+1,250
| +7% | +$2.67K | ﹤0.01% | 2657 |
|
|
2016
Q4 | $37K | Hold |
17,425
| – | – | ﹤0.01% | 2647 |
|
|
2016
Q3 | $40K | Buy |
17,425
+2,300
| +15% | +$5.96K | ﹤0.01% | 2587 |
|
|
2016
Q2 | $41K | Sell |
15,125
-20,625
| -58% | -$60K | ﹤0.01% | 2569 |
|
|
2016
Q1 | $110K | Buy |
35,750
+16,000
| +81% | +$47.9K | ﹤0.01% | 2931 |
|
|
2015
Q4 | $87K | Buy |
+19,750
| New | +$79.3K | ﹤0.01% | 3005 |
|
|
2014
Q3 | – | Sell |
-11,162
| Closed | -$34K | – | 2733 |
|
|
2014
Q2 | $34K | Buy |
+11,162
| New | +$23.3K | ﹤0.01% | 2642 |
|
Other funds holding GERN
RCM
SCM
DTC
VCM
EP