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Geneos Wealth Management’s Amgen AMGN Stock Holding History

Geneos Wealth Management’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.41M Sell
6,846
-17
-0.2% -$6.06K 0.06% 329
2025
Q4 		$2.25M Sell
6,863
-132
-2% -$41.9K 0.05% 335
2025
Q3 		$1.97M Sell
6,995
-1,535
-18% -$445K 0.05% 350
2025
Q2 		$2.38M Sell
8,530
-12,431
-59% -$3.52M 0.06% 338
2025
Q1 		$6.53M Buy
20,961
+13,565
+183% +$4.01M 0.09% 256
2024
Q4 		$1.93M Sell
7,396
-55
-0.7% -$16.3K 0.07% 294
2024
Q3 		$2.4M Buy
7,451
+3,555
+91% +$1.16M 0.09% 257
2024
Q2 		$1.22M Buy
3,896
+2,141
+122% +$629K 0.05% 325
2024
Q1 		$499K Sell
1,755
-233
-12% -$68.2K 0.02% 489
2023
Q4 		$573K Sell
1,988
-448
-18% -$122K 0.03% 452
2023
Q3 		$655K Buy
2,436
+12
+0.5% +$3K 0.03% 408
2023
Q2 		$538K Sell
2,424
-1,058
-30% -$245K 0.03% 448
2023
Q1 		$842K Sell
3,482
-953
-21% -$234K 0.05% 329
2022
Q4 		$1.16M Buy
4,435
+708
+19% +$190K 0.07% 250
2022
Q3 		$840K Sell
3,727
-5,968
-62% -$1.45M 0.06% 284
2022
Q2 		$2.38M Buy
9,695
+2,081
+27% +$510K 0.12% 186
2022
Q1 		$1.84M Sell
7,614
-2,467
-24% -$567K 0.08% 239
2021
Q4 		$2.27M Buy
10,081
+229
+2% +$48.3K 0.09% 235
2021
Q3 		$2.11M Buy
9,852
+14
+0.1% +$3.22K 0.08% 238
2021
Q2 		$2.45M Sell
9,838
-3,478
-26% -$856K 0.1% 207
2021
Q1 		$3.19M Sell
13,316
-210
-2% -$50.1K 0.09% 225
2020
Q4 		$2.89M Buy
13,526
+4,304
+47% +$992K 0.12% 191
2020
Q3 		$2.25M Sell
9,222
-1,809
-16% -$448K 0.12% 184
2020
Q2 		$2.57M Buy
11,031
+22
+0.2% +$5.02K 0.14% 158
2020
Q1 		$2.18M Sell
11,009
-25,593
-70% -$5.59M 0.15% 155
2019
Q4 		$8.84M Sell
36,602
-44
-0.1% -$9.7K 0.47% 45
2019
Q3 		$7.14M Sell
36,646
-228
-0.6% -$43.8K 0.43% 47
2019
Q2 		$6.79M Buy
36,874
+2,035
+6% +$364K 0.42% 52
2019
Q1 		$6.62M Sell
34,839
-2,007
-5% -$383K 0.44% 49
2018
Q4 		$7.03M Sell
36,846
-1,907
-5% -$372K 0.52% 38
2018
Q3 		$8.03M Buy
38,753
+616
+2% +$121K 0.53% 34
2018
Q2 		$7.04M Buy
38,137
+1,015
+3% +$180K 0.55% 39
2018
Q1 		$6.33M Buy
37,122
+1,070
+3% +$196K 0.55% 43
2017
Q4 		$6.27M Buy
36,052
+873
+2% +$154K 0.56% 39
2017
Q3 		$6.56M Buy
35,179
+380
+1% +$67.3K 0.65% 30
2017
Q2 		$6.01M Buy
34,799
+3,975
+13% +$647K 0.62% 36
2017
Q1 		$5.08M Buy
30,824
+21,555
+233% +$3.58M 0.53% 43
2016
Q4 		$1.35M Buy
9,269
+271
+3% +$40.8K 0.18% 124
2016
Q3 		$1.5M Sell
8,998
-295
-3% -$49.9K 0.2% 121
2016
Q2 		$1.43M Buy
9,293
+609
+7% +$94.7K 0.21% 112
2016
Q1 		$1.34M Buy
+8,684
New +$1.29M 0.2% 118

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geneos Wealth Management's AMGN Position: Q1 2026 in Review

Geneos Wealth Management reduced its Amgen (AMGN) stake by 0.25% in Q1 2026, selling an estimated $6.06K and leaving 6,846 shares worth $2.41M. The position accounts for 0.06% of the portfolio, ranked #329.

Geneos Wealth Management first reported a position in AMGN in Q1 2016 and has held it in 41 quarters since. The position peaked at $8.84M in Q4 2019. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Geneos Wealth Management held 6,846 shares of Amgen worth $2.41M as of Q1 2026.
  • Geneos Wealth Management sold 17 Amgen shares in Q1 2026, an estimated $6.06K.
  • Amgen made up 0.06% of Geneos Wealth Management's portfolio in Q1 2026, its #329 holding.
  • Geneos Wealth Management first reported a position in Amgen in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Amgen position peaked at $8.84M in Q4 2019.
  • 3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.