Poehling Capital Management’s Geron GERN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Hold
75,501
0.02% 133
2025
Q1
$120K Hold
75,501
0.03% 128
2024
Q4
$267K Hold
75,501
0.07% 120
2024
Q3
$343K Hold
75,501
0.09% 108
2024
Q2
$320K Hold
75,501
0.09% 109
2024
Q1
$249K Buy
75,501
+15,001
+25% +$49.5K 0.07% 117
2023
Q4
$128K Hold
60,500
0.04% 122
2023
Q3
$128K Hold
60,500
0.04% 118
2023
Q2
$194K Hold
60,500
0.07% 116
2023
Q1
$131K Buy
60,500
+2,500
+4% +$5.43K 0.04% 119
2022
Q4
$140K Buy
58,000
+1,000
+2% +$2.42K 0.05% 117
2022
Q3
$133K Hold
57,000
0.06% 105
2022
Q2
$88K Buy
57,000
+1,000
+2% +$1.54K 0.03% 119
2022
Q1
$76K Buy
56,000
+2,000
+4% +$2.71K 0.02% 144
2021
Q4
$66K Buy
54,000
+1,000
+2% +$1.22K 0.02% 138
2021
Q3
$73K Buy
53,000
+2,000
+4% +$2.76K 0.02% 134
2021
Q2
$72K Hold
51,000
0.02% 148
2021
Q1
$81K Hold
51,000
0.03% 152
2020
Q4
$81K Hold
51,000
0.03% 128
2020
Q3
$89K Hold
51,000
0.05% 115
2020
Q2
$111K Hold
51,000
0.06% 105
2020
Q1
$61K Hold
51,000
0.04% 97
2019
Q4
$69K Hold
51,000
0.05% 109
2019
Q3
$68K Hold
51,000
0.05% 99
2019
Q2
$72K Buy
51,000
+3,000
+6% +$4.24K 0.05% 103
2019
Q1
$80K Hold
48,000
0.06% 99
2018
Q4
$48K Sell
48,000
-4,000
-8% -$4K 0.05% 92
2018
Q3
$92K Hold
52,000
0.07% 104
2018
Q2
$178K Buy
52,000
+6,500
+14% +$22.3K 0.16% 96
2018
Q1
$193K Buy
45,500
+4,500
+11% +$19.1K 0.16% 94
2017
Q4
$74K Buy
+41,000
New +$74K 0.06% 126