Pathstone Family Office’s Geron GERN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$25.9K Buy
+12,200
New +$25.9K ﹤0.01% 1640
2018
Q3
Sell
-1,000
Closed -$3K 240
2018
Q2
$3K Hold
1,000
﹤0.01% 143
2018
Q1
$4K Hold
1,000
﹤0.01% 294
2017
Q4
$2K Buy
+1,000
New +$2K ﹤0.01% 132
2017
Q3
Sell
-1,000
Closed -$3K 234
2017
Q2
$3K Hold
1,000
﹤0.01% 347
2017
Q1
$2K Buy
+1,000
New +$2K ﹤0.01% 382
2016
Q4
Sell
-1,000
Closed -$2K 136
2016
Q3
$2K Hold
1,000
﹤0.01% 186
2016
Q2
$3K Hold
1,000
﹤0.01% 186
2016
Q1
$3K Buy
+1,000
New +$3K 0.01% 154
2013
Q4
Sell
-21,160
Closed -$67K 248
2013
Q3
$67K Hold
21,160
0.29% 56
2013
Q2
$30K Buy
+21,160
New +$30K 0.03% 161