Soltis Investment Advisors’s Geron GERN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-75,000
Closed -$119K 398
2025
Q1
$119K Hold
75,000
0.01% 357
2024
Q4
$266K Hold
75,000
0.02% 309
2024
Q3
$341K Hold
75,000
0.03% 265
2024
Q2
$318K Buy
+75,000
New +$318K 0.03% 256