GENESIS PRIVATE WEALTH, LLC

Position in CVS — CVS HEALTH Corp

CIK 1965529 ASHBURN, VA

Position in CVS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$300,522

+$71,569 QoQ

Shares Held

2,905

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,488

of 2,054 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

GENESIS PRIVATE WEALTH, LLC holds $932,896 across 3 Healthcare Plans names. CVS ranks #2 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	1,531	$422,066
2	CVS	CVS HEALTH Corp This page	2,905	$300,522
3	UNH	Unitedhealth Group Inc	506	$210,308

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,522	2,905	+0.7%	Shares	Sole	2026-07-13
2025-12-31	$228,953	2,885	+0.4%	Shares	Sole	2026-01-08
2025-09-30	$216,595	2,873	—	Shares	Sole	2025-10-08
No filing history on record for this holder in this stock.