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Allied Investment Advisors’s Geron GERN Stock Holding History

Allied Investment Advisors’s Portfolio GERN Stock Details GERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19.6K Hold
15,959
– – ﹤0.01% 112
2026
Q2 		$20.4K Hold
15,959
– – ﹤0.01% 110
2026
Q1 		$23.8K Hold
15,959
– – ﹤0.01% 100
2025
Q4 		$21.1K Hold
15,959
– – ﹤0.01% 101
2025
Q3 		$21.9K Sell
15,959
-5,000
-24% -$6.66K ﹤0.01% 97
2025
Q2 		$29.6K Hold
20,959
– – 0.01% 86
2025
Q1 		$33.3K Hold
20,959
– – 0.01% 85
2024
Q4 		$74.2K Hold
20,959
– – 0.02% 78
2024
Q3 		$95.2K Hold
20,959
– – 0.02% 73
2024
Q2 		$88.9K Hold
20,959
– – 0.02% 73
2024
Q1 		$69.2K Hold
20,959
– – 0.02% 69
2023
Q4 		$44.2K Hold
20,959
– – 0.01% 63
2023
Q3 		$44.4K Hold
20,959
– – 0.01% 57
2023
Q2 		$67.3K Hold
20,959
– – 0.02% 59
2023
Q1 		$45.5K Hold
20,959
– – 0.01% 58
2022
Q4 		$50.7K Hold
20,959
– – 0.02% 57
2022
Q3 		$49K Hold
20,959
– – 0.02% 55
2022
Q2 		$32K Sell
20,959
-3,840
-15% -$5.43K 0.01% 55
2022
Q1 		$34K Buy
+24,799
New +$27.6K 0.01% 62

Other funds holding GERN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Allied Investment Advisors's GERN Position: Q3 2026 in Review

Allied Investment Advisors held its Geron (GERN) position steady in Q3 2026 at 15,959 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #112.

Allied Investment Advisors first reported a position in GERN in Q1 2022 and has held it in 19 quarters since. The position peaked at $95.2K in Q3 2024. 9 funds tracked by Wall St. Rank hold GERN as of Q3 2026.

  • Allied Investment Advisors held 15,959 shares of Geron worth $19.6K as of Q3 2026.
  • Allied Investment Advisors left its Geron share count unchanged in Q3 2026.
  • Geron made up ﹤0.01% of Allied Investment Advisors's portfolio in Q3 2026, its #112 holding.
  • Allied Investment Advisors first reported a position in Geron in Q1 2022 and has held it in 19 quarters since.
  • Allied Investment Advisors's Geron position peaked at $95.2K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held Geron as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.