Compass Wealth Management LLC

SEC CIK: 0001965653
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

GERN holding history

Geron Corp in every 13F filed by Compass Wealth Management 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 (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2024

Holdings of GERN by Compass Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−700−100.0%	Sold out	Holders
Q1 2025	700	$1.11K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	700	$2.48K	<0.1%	00.0%	Unchanged	Holders
Q3 2024	700	$3.18K	<0.1%	+700	New	Holders