Waverly 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	$14.9K	Buy	10,582 +27	+0.3%	+$38	﹤0.01%	1181
2025 Q1	$16.8K	Buy	+10,555	New	+$16.8K	﹤0.01%	1107
2015 Q2	–	Sell	-1,000	Closed	-$4K	–	375
2015 Q1	$4K	Buy	+1,000	New	+$4K	﹤0.01%	310