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Geneos Wealth Management’s Merit Medical Systems MMSI Stock Holding History

Geneos Wealth Management’s Portfolio MMSI Stock Details MMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-81
Closed -$7.57K – 2907
2025
Q2 		$7.57K Sell
81
-8
-9% -$758 ﹤0.01% 2428
2025
Q1 		$9.41K Buy
89
+25
+39% +$2.58K ﹤0.01% 2279
2024
Q4 		$6.19K Buy
64
+8
+14% +$797 ﹤0.01% 2247
2024
Q3 		$5.53K Buy
+56
New +$5.12K ﹤0.01% 2044
2021
Q2 		– Sell
-37
Closed -$2K – 3014
2021
Q1 		$2K Buy
+37
New +$2.12K ﹤0.01% 2906

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geneos Wealth Management's MMSI Position: Q3 2025 in Review

Geneos Wealth Management sold out of Merit Medical Systems (MMSI) in Q3 2025, closing a stake of 81 shares — an estimated $7.57K sold.

Geneos Wealth Management first reported a position in MMSI in Q1 2021 and held it in 5 quarters. The position peaked at $9.41K in Q1 2025. 378 funds tracked by Wall St. Rank hold MMSI as of Q3 2025.

  • Geneos Wealth Management reported no remaining Merit Medical Systems position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 81 Merit Medical Systems shares in Q3 2025, an estimated $7.57K.
  • Geneos Wealth Management first reported a position in Merit Medical Systems in Q1 2021 and held it in 5 quarters.
  • Geneos Wealth Management's Merit Medical Systems position peaked at $9.41K in Q1 2025.
  • 378 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.