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Geneos Wealth Management’s Mercury Systems MRCY Stock Holding History

Geneos Wealth Management’s Portfolio MRCY Stock Details MRCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-49
Closed -$2.64K – 2919
2025
Q2 		$2.64K Buy
+49
New +$2.39K ﹤0.01% 2752
2021
Q2 		– Sell
-411
Closed -$30K – 3015
2021
Q1 		$30K Hold
411
– – ﹤0.01% 1876
2020
Q4 		$29K Buy
+411
New +$31.2K ﹤0.01% 1714

Other funds holding MRCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Geneos Wealth Management sold out of Mercury Systems (MRCY) in Q3 2025, closing a stake of 49 shares — an estimated $2.64K sold.

Geneos Wealth Management first reported a position in MRCY in Q4 2020 and held it in 3 quarters. The position peaked at $30K in Q1 2021. 326 funds tracked by Wall St. Rank hold MRCY as of Q3 2025.

  • Geneos Wealth Management reported no remaining Mercury Systems position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 49 Mercury Systems shares in Q3 2025, an estimated $2.64K.
  • Geneos Wealth Management first reported a position in Mercury Systems in Q4 2020 and held it in 3 quarters.
  • Geneos Wealth Management's Mercury Systems position peaked at $30K in Q1 2021.
  • 326 funds tracked by Wall St. Rank held Mercury Systems as of Q3 2025.

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