Moody National Bank Trust Division’s Geron GERN Stock Holding History

Moody National Bank Trust Division’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	$380K	Buy	297,204 +1,779	+0.6%	+$2.51K	0.03%	379
2026 Q1	$440K	Hold	295,425	–	–	0.04%	358
2025 Q4	$390K	Sell	295,425 -954	-0.3%	-$1.2K	0.04%	372
2025 Q3	$406K	Sell	296,379 -3,440	-1%	-$4.58K	0.03%	373
2025 Q2	$423K	Buy	299,819 +4,394	+1%	+$6.23K	0.04%	359
2025 Q1	$470K	Buy	295,425 +27,796	+10%	+$67.7K	0.05%	347
2024 Q4	$947K	Buy	267,629 +116,074	+77%	+$464K	0.1%	246
2024 Q3	$688K	Buy	151,555 +20,510	+16%	+$93.3K	0.07%	292
2024 Q2	$556K	Hold	131,045	–	–	0.04%	300
2024 Q1	$432K	Sell	131,045 -1,008	-0.8%	-$2.26K	0.03%	347
2023 Q4	$279K	Buy	132,053 +5,079	+4%	+$9.88K	0.02%	416
2023 Q3	$269K	Buy	126,974 +67,016	+112%	+$182K	0.02%	526
2023 Q2	$192K	Buy	+59,958	New	+$171K	0.01%	591

Other funds holding GERN

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

LCM

Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Moody National Bank Trust Division's GERN Position: Q2 2026 in Review

Moody National Bank Trust Division increased its Geron (GERN) stake by 0.6% in Q2 2026, buying an estimated $2.51K and bringing the position to 297,204 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #379.

Moody National Bank Trust Division first reported a position in GERN in Q2 2023 and has held it in 13 quarters since. The position peaked at $947K in Q4 2024. 51 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

Moody National Bank Trust Division held 297,204 shares of Geron worth $380K as of Q2 2026.
Moody National Bank Trust Division bought 1,779 Geron shares in Q2 2026, an estimated $2.51K.
Geron made up 0.03% of Moody National Bank Trust Division's portfolio in Q2 2026, its #379 holding.
Moody National Bank Trust Division first reported a position in Geron in Q2 2023 and has held it in 13 quarters since.
Moody National Bank Trust Division's Geron position peaked at $947K in Q4 2024.
51 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.