Position in MRK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,860,808
-$635,690 QoQ
Shares Held
14,481
-30.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,635
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Geneos Wealth Management Inc. holds $48,413,418 across 14 Drug Manufacturers - General names. MRK ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
10,543 | $12,645,591 | |
| 2 | ABBV |
AbbVie Inc.
|
40,073 | $10,083,969 | |
| 3 | JNJ |
Johnson & Johnson
|
27,094 | $6,881,063 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
46,311 | $5,850,931 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
94,459 | $5,442,727 | |
| 6 | AMGN |
Amgen Inc
|
7,107 | $2,573,586 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
14,481 | $1,860,808 | |
| 8 | NVS |
Novartis AG
|
11,132 | $1,744,607 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,860,808 | 14,481 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,496,498 | 20,754 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,229,933 | 21,185 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,822,623 | 21,716 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,291,998 | 28,954 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $2,581,407 | 28,759 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,619,534 | 16,280 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,936,425 | 17,052 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,450,564 | 11,717 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,633,194 | 19,956 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,722,665 | 24,974 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,751,235 | 26,724 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,293,576 | 28,543 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,234,626 | 68,001 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,872,893 | 79,972 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,436,841 | 63,131 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,260,184 | 90,602 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,994,901 | 73,064 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,024,440 | 78,607 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,456,080 | 85,955 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,614,182 | 85,048 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $3,985,323 | 51,697 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $4,580,879 | 56,001 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $4,927,232 | 59,400 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $4,669,806 | 60,388 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $4,208,000 | 54,692 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||