GeoWealth Management’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$995K Buy
2,746
+165
+6% +$56.5K 0.03% 329
2026
Q1
$909K Buy
2,581
+40
+2% +$14.3K 0.03% 316
2025
Q4
$832K Sell
2,541
-400
-14% -$127K 0.03% 321
2025
Q3
$830K Buy
2,941
+894
+44% +$259K 0.03% 342
2025
Q2
$572K Buy
2,047
+87
+4% +$24.6K 0.02% 377
2025
Q1
$611K Sell
1,960
-821
-30% -$242K 0.02% 379
2024
Q4
$725K Sell
2,781
-1,088
-28% -$323K 0.02% 384
2024
Q3
$1.25M Sell
3,869
-605
-14% -$198K 0.04% 258
2024
Q2
$1.4M Buy
4,474
+2,111
+89% +$620K 0.06% 213
2024
Q1
$672K Buy
2,363
+532
+29% +$156K 0.03% 373
2023
Q4
$527K Buy
1,831
+1,811
+9,055% +$493K 0.04% 324
2023
Q3
$5K Hold
20
﹤0.01% 458
2023
Q2
$4K Buy
+20
New +$4.64K ﹤0.01% 411

Other funds holding AMGN

GeoWealth Management's AMGN Position: Q2 2026 in Review

GeoWealth Management increased its Amgen (AMGN) stake by 6.4% in Q2 2026, buying an estimated $56.5K and bringing the position to 2,746 shares worth $995K. The position accounts for 0.03% of the portfolio, ranked #329.

GeoWealth Management first reported a position in AMGN in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.4M in Q2 2024. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • GeoWealth Management held 2,746 shares of Amgen worth $995K as of Q2 2026.
  • GeoWealth Management bought 165 Amgen shares in Q2 2026, an estimated $56.5K.
  • Amgen made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #329 holding.
  • GeoWealth Management first reported a position in Amgen in Q2 2023 and has held it in 13 quarters since.
  • GeoWealth Management's Amgen position peaked at $1.4M in Q2 2024.
  • 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.