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Geneos Wealth Management’s Merck MRK Stock Holding History

Geneos Wealth Management’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.5M Sell
20,754
-431
-2% -$49.8K 0.06% 325
2025
Q4 		$2.23M Sell
21,185
-531
-2% -$49.8K 0.05% 336
2025
Q3 		$1.82M Sell
21,716
-7,238
-25% -$596K 0.05% 368
2025
Q2 		$2.29M Sell
28,954
-19,061
-40% -$1.52M 0.06% 349
2025
Q1 		$4.31M Buy
48,015
+31,735
+195% +$2.96M 0.06% 328
2024
Q4 		$1.62M Sell
16,280
-772
-5% -$79.6K 0.06% 327
2024
Q3 		$1.94M Buy
17,052
+5,335
+46% +$634K 0.07% 289
2024
Q2 		$1.45M Sell
11,717
-8,239
-41% -$1.06M 0.06% 299
2024
Q1 		$2.63M Sell
19,956
-5,018
-20% -$619K 0.12% 206
2023
Q4 		$2.72M Sell
24,974
-1,750
-7% -$182K 0.13% 183
2023
Q3 		$2.75M Sell
26,724
-1,819
-6% -$196K 0.14% 170
2023
Q2 		$3.29M Sell
28,543
-39,458
-58% -$4.48M 0.17% 153
2023
Q1 		$7.23M Sell
68,001
-11,971
-15% -$1.29M 0.44% 43
2022
Q4 		$8.87M Buy
79,972
+16,841
+27% +$1.72M 0.54% 33
2022
Q3 		$5.44M Sell
63,131
-27,471
-30% -$2.45M 0.37% 56
2022
Q2 		$8.37M Buy
90,602
+17,538
+24% +$1.55M 0.41% 47
2022
Q1 		$5.99M Sell
73,064
-5,543
-7% -$437K 0.26% 88
2021
Q4 		$6.03M Sell
78,607
-7,348
-9% -$585K 0.23% 100
2021
Q3 		$7M Buy
85,955
+907
+1% +$69K 0.27% 74
2021
Q2 		$6.68M Buy
85,048
+30,870
+57% +$2.3M 0.26% 81
2021
Q1 		$3.85M Sell
54,178
-4,511
-8% -$333K 0.11% 200
2020
Q4 		$3.64M Sell
58,689
-3,562
-6% -$272K 0.15% 160
2020
Q3 		$4.93M Sell
62,251
-1,036
-2% -$81.1K 0.26% 89
2020
Q2 		$4.54M Buy
63,287
+5,970
+10% +$449K 0.25% 93
2020
Q1 		$3.93M Sell
57,317
-2,991
-5% -$235K 0.26% 85
2019
Q4 		$5.26M Buy
60,308
+3,282
+6% +$270K 0.28% 99
2019
Q3 		$4.51M Buy
57,026
+3,048
+6% +$244K 0.27% 100
2019
Q2 		$4.33M Buy
53,978
+4,350
+9% +$333K 0.27% 100
2019
Q1 		$3.94M Buy
49,628
+6,486
+15% +$485K 0.26% 104
2018
Q4 		$3.11M Buy
43,142
+1,479
+4% +$104K 0.23% 117
2018
Q3 		$2.83M Sell
41,663
-77,277
-65% -$4.92M 0.19% 142
2018
Q2 		$6.89M Sell
118,940
-1,396
-1% -$78.8K 0.54% 40
2018
Q1 		$6.25M Buy
120,336
+5,596
+5% +$302K 0.55% 44
2017
Q4 		$6.16M Buy
114,740
+4,310
+4% +$239K 0.55% 40
2017
Q3 		$6.75M Sell
110,430
-2,600
-2% -$158K 0.67% 29
2017
Q2 		$6.93M Buy
113,030
+13,340
+13% +$812K 0.71% 30
2017
Q1 		$6.06M Buy
99,690
+15,942
+19% +$967K 0.63% 35
2016
Q4 		$4.7M Buy
83,748
+12,756
+18% +$747K 0.62% 38
2016
Q3 		$4.23M Buy
70,992
+17,013
+32% +$995K 0.57% 40
2016
Q2 		$2.98M Sell
53,979
-1,163
-2% -$61.9K 0.43% 53
2016
Q1 		$2.83M Buy
+55,142
New +$2.7M 0.43% 49

Other funds holding MRK

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geneos Wealth Management reduced its Merck (MRK) stake by 2% in Q1 2026, selling an estimated $49.8K and leaving 20,754 shares worth $2.5M. The position accounts for 0.06% of the portfolio, ranked #325.

Geneos Wealth Management first reported a position in MRK in Q1 2016 and has held it in 41 quarters since. The position peaked at $8.87M in Q4 2022. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Geneos Wealth Management held 20,754 shares of Merck worth $2.5M as of Q1 2026.
  • Geneos Wealth Management sold 431 Merck shares in Q1 2026, an estimated $49.8K.
  • Merck made up 0.06% of Geneos Wealth Management's portfolio in Q1 2026, its #325 holding.
  • Geneos Wealth Management first reported a position in Merck in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Merck position peaked at $8.87M in Q4 2022.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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