Bernardo Wealth Planning LLC

SEC CIK: 0001765595
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

GERN holding history

Geron Corp in every 13F filed by Bernardo Wealth Planning LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GERN overview All 13F holders of GERN Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2025

Holdings of GERN by Bernardo Wealth Planning LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−11,650−100.0%	Sold out	Holders
Q3 2025	11,650	$16.0K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	11,650	$16.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2025	11,650	$19.0K	<0.1%	+11,650	New	Holders