SFS
GERN icon

Sowell Financial Services’s Geron GERN Stock Holding History

Sowell Financial Services’s Portfolio GERN Stock Details GERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.3K Sell
27,026
-13
-0% -$20 ﹤0.01% 1116
2025
Q4 		$35.7K Buy
27,039
+39
+0.1% +$49 ﹤0.01% 1101
2025
Q3 		$37K Hold
27,000
– – ﹤0.01% 1061
2025
Q2 		$38.1K Hold
27,000
– – ﹤0.01% 1031
2025
Q1 		$42.9K Buy
+27,000
New +$65.8K ﹤0.01% 996
2023
Q2 		– Sell
-17,000
Closed -$37K – 655
2023
Q1 		$37K Buy
+17,000
New +$48.3K ﹤0.01% 750
2021
Q2 		– Sell
-19,000
Closed -$25K – 1375
2021
Q1 		$25K Hold
19,000
– – ﹤0.01% 1954
2020
Q4 		$30K Hold
19,000
– – ﹤0.01% 1579
2020
Q3 		$33K Hold
19,000
– – ﹤0.01% 1350
2020
Q2 		$41K Buy
19,000
+17,000
+850% +$25.4K ﹤0.01% 1220
2020
Q1 		$2K Buy
+2,000
New +$2.45K ﹤0.01% 2063

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SCM
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DTC
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State Street
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VCM
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EP
Eversept Partners New York $1.52B AUM 121.13% 1-Year Est. Return