BCGM Wealth Management, LLC

Position in CVS — CVS HEALTH Corp

CIK 1830467 LAFAYETTE, IN

Position in CVS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,166,811

+$1,045,177 QoQ

Shares Held

30,612

+3.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.01%

of 13F equity value

Holder Rank

#637

of 2,051 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

BCGM Wealth Management, LLC holds $6,733,564 across 3 Healthcare Plans names. CVS ranks #2 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	8,027	$3,336,262
2	CVS	CVS HEALTH Corp This page	30,612	$3,166,811
3	ELV	Elevance Health, Inc.	596	$230,491

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,166,811	30,612	+3.6%	Shares	Sole	2026-08-04
2026-03-31	$2,121,634	29,541	+4.5%	Shares	Sole	2026-05-05
2025-12-31	$2,244,221	28,279	+0.9%	Shares	Sole	2026-01-07
2025-09-30	$2,112,427	28,020	+2.8%	Shares	Sole	2025-11-12
2025-06-30	$1,880,601	27,263	+2.5%	Shares	Sole	2025-08-05
2025-03-31	$1,801,811	26,595	+13.6%	Shares	Sole	2025-05-08
2024-12-31	$1,050,470	23,401	+0.6%	Shares	Sole	2025-02-04
2024-09-30	$1,462,148	23,253	+2.1%	Shares	Sole	2024-11-06
2024-06-30	$1,345,209	22,777	-2.4%	Shares	Sole	2024-07-30
2024-03-31	$1,861,438	23,338	-0.5%	Shares	Sole	2024-05-07
2023-12-31	$1,851,927	23,454	+10.8%	Shares	Sole	2024-02-13
2023-09-30	$1,477,391	21,160	+8.5%	Shares	Sole	2023-11-08
2023-06-30	$1,348,726	19,510	+8.4%	Shares	Sole	2023-08-07
2023-03-31	$1,336,836	17,990	+22.6%	Shares	Sole	2023-05-02
2022-12-31	$1,367,283	14,672	+1.4%	Shares	Sole	2023-02-07
2022-09-30	$1,379,527	14,465	+6.6%	Shares	Sole	2022-11-03
2022-06-30	$1,257,488	13,571	+1.8%	Shares	Sole	2022-08-01
2022-03-31	$1,349,432	13,333	+12.6%	Shares	Sole	2022-05-02
2021-12-31	$1,221,930	11,845	+5.6%	Shares	Sole	2022-02-01
2021-09-30	$951,874	11,217	+10.5%	Shares	Sole	2021-11-01
2021-06-30	$846,832	10,149	+10.4%	Shares	Sole	2021-08-02
2021-03-31	$691,288	9,189	+21.1%	Shares	Sole	2021-04-21
2020-12-31	$518,328	7,589	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.