Wealth Enhancement Advisory Services’s Geron GERN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $142K | Buy |
99,258
+4,593
| +5% | +$6.57K | ﹤0.01% | 3055 |
|
2025
Q1 | $151K | Buy |
94,665
+3,304
| +4% | +$5.25K | ﹤0.01% | 2660 |
|
2024
Q4 | $323K | Buy |
91,361
+50,066
| +121% | +$177K | ﹤0.01% | 2302 |
|
2024
Q3 | $187K | Sell |
41,295
-1,510
| -4% | -$6.86K | ﹤0.01% | 2439 |
|
2024
Q2 | $181K | Sell |
42,805
-112
| -0.3% | -$475 | ﹤0.01% | 2310 |
|
2024
Q1 | $142K | Buy |
42,917
+193
| +0.5% | +$637 | ﹤0.01% | 2255 |
|
2023
Q4 | $90.1K | Buy |
42,724
+30,880
| +261% | +$65.2K | ﹤0.01% | 2175 |
|
2023
Q3 | $25.1K | Buy |
+11,844
| New | +$25.1K | ﹤0.01% | 2155 |
|