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 |
|