Plante Moran Financial Advisors’s Geron GERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-110
| Closed | -$389 | – | 862 |
|
|
2024
Q4 | $389 | Hold |
110
| – | – | ﹤0.01% | 874 |
|
|
2024
Q3 | $499 | Hold |
110
| – | – | ﹤0.01% | 821 |
|
|
2024
Q2 | $466 | Hold |
110
| – | – | ﹤0.01% | 746 |
|
|
2024
Q1 | $363 | Hold |
110
| – | – | ﹤0.01% | 810 |
|
|
2023
Q4 | $232 | Buy |
+110
| New | +$232 | ﹤0.01% | 789 |
|