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Disclosery

Geneos Wealth Management Inc.: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on MRK, newest first. How the timeline and the estimate are built.

Geneos Wealth Management Inc. held 14,481 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,481 shares
    Change vs previous 13F -6,273 shares

    0.04% of the 13F portfolio, value $1,860,792.

    13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,754 shares
    Change vs previous 13F -431 shares

    0.06% of the 13F portfolio, value $2,496,547.

    13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,185 shares
    Change vs previous 13F -531 shares

    0.05% of the 13F portfolio, value $2,229,936.

    13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,716 shares
    Change vs previous 13F -7,238 shares

    0.05% of the 13F portfolio, value $1,822,594.

    13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,954 shares
    Change vs previous 13F -19,061 shares

    0.06% of the 13F portfolio, value $2,291,986.

    13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 48,015 shares
    Change vs previous 13F +31,735 shares

    0.06% of the 13F portfolio, value $4,309,762.

    13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,280 shares
    Change vs previous 13F -772 shares

    0.06% of the 13F portfolio, value $1,619,511.

    13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,052 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,936,439.

    13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).