Position in CNC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$293,669
+$240,367 QoQ
Shares Held
4,575
+365.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#722
of 996 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 6%
Shared 2%
None 92%
Common Shares in CNC Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026GeoWealth Management, LLC holds $6,478,718 across 6 Healthcare Plans names. CNC ranks #6 (4.5% of the industry book) .
All Filings in CNC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,669 | 4,575 | Shares | Other | 2026-07-30 | |
| 2025-06-30 | $53,302 | 982 | Shares | Other | 2025-08-13 | |
| 2024-12-31 | $43,193 | 713 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $399,736 | 5,310 | Shares | Other | 2024-11-12 | |
| 2024-03-31 | $1,223,738 | 15,593 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||