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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Allied Investment Advisors's GERN Position: Q2 2026 in Review

Allied Investment Advisors held its Geron (GERN) position steady in Q2 2026 at 15,959 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #110.

Allied Investment Advisors first reported a position in GERN in Q1 2022 and has held it in 18 quarters since. The position peaked at $95.2K in Q3 2024. 100 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

  • Allied Investment Advisors held 15,959 shares of Geron worth $20.4K as of Q2 2026.
  • Allied Investment Advisors left its Geron share count unchanged in Q2 2026.
  • Geron made up ﹤0.01% of Allied Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • Allied Investment Advisors first reported a position in Geron in Q1 2022 and has held it in 18 quarters since.
  • Allied Investment Advisors's Geron position peaked at $95.2K in Q3 2024.
  • 100 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.