Steward Partners Investment Advisory’s Geron GERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64K | Hold |
4,000
| – | – | ﹤0.01% | 3440 |
|
|
2025
Q1 | $6.36K | Hold |
4,000
| – | – | ﹤0.01% | 3299 |
|
|
2024
Q4 | $14.2K | Hold |
4,000
| – | – | ﹤0.01% | 2947 |
|
|
2024
Q3 | $18.2K | Hold |
4,000
| – | – | ﹤0.01% | 2700 |
|
|
2024
Q2 | $17K | Buy |
4,000
+2,000
| +100% | +$8.48K | ﹤0.01% | 2595 |
|
|
2024
Q1 | $6.6K | Buy |
+2,000
| New | +$6.6K | ﹤0.01% | 2960 |
|
|
2021
Q2 | – | Sell |
-2,500
| Closed | -$3.95K | – | 7204 |
|
|
2021
Q1 | $3.95K | Buy |
+2,500
| New | +$3.95K | ﹤0.01% | 3073 |
|
|
2018
Q2 | – | Sell |
-230
| Closed | – | – | 2484 |
|
|
2018
Q1 | $0 | Hold |
230
| – | – | ﹤0.01% | 2256 |
|
|
2017
Q4 | $0 | Buy |
+230
| New | – | ﹤0.01% | 1899 |
|