Mason & Associates Inc GERN β€” GERON CORP

Ownership history in Mason & Associates Inc  Β·  2 quarters on record

AI Ownership Summary

Mason & Associates Inc reported GERON CORP (GERN) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows GERN at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GERN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mason & Associates Inc's position in GERON CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GERN was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mason & Associates Inc held GERN β€” position size vs. price
% of Fund (quarterly)    GERN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 120,700 β€” 0% 0.03% $170K 2026-04-30 $1.54
2025 Q4 INITIATED β€” β€” β€” 120,700 β€” β€” 0.03% $159K 2026-02-05 $1.46

FAQ About Mason & Associates Inc and GERN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mason & Associates Inc reported owning GERN?

Mason & Associates Inc reported GERN across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported GERN position in Mason & Associates Inc's portfolio?

The largest reported portfolio weight for GERN was 0.03% in 2026 Q1.

What is the latest reported GERN position on this page?

The most recent filing on this page is 2026 Q1, when Mason & Associates Inc reported 120,700 shares, equal to 0.03% of portfolio, with an estimated market value of $170K.

What does the chart on this GERN ownership page compare?

The chart compares Mason & Associates Inc's quarterly GERN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Mason & Associates Inc Holdings