GeoWealth Management, LLC

Position in ELV — Elevance Health, Inc.

CIK 1593387 CHICAGO, IL

Position in ELV

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

Position Value

$2,267,397

+$558,030 QoQ

Shares Held

5,863

+0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#569

of 1,592 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

GeoWealth Management, LLC holds $6,478,718 across 6 Healthcare Plans names. ELV ranks #1 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc. This page	5,863	$2,267,397
2	CVS	CVS HEALTH Corp	13,895	$1,437,437
3	UNH	Unitedhealth Group Inc	2,747	$1,141,735
4	HUM	Humana Inc	1,874	$744,390
5	CI	Cigna Group	2,155	$594,090
6	CNC	Centene Corp	4,575	$293,669

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,267,397	5,863	+0.4%	Shares	Other	2026-07-30
2026-03-31	$1,709,367	5,839	+34.4%	Shares	Other	2026-05-13
2025-12-31	$1,523,139	4,345	-13.1%	Shares	Other	2026-02-17
2025-09-30	$1,614,953	4,998	+199.3%	Shares	Other	2025-11-13
2025-06-30	$649,563	1,670	-5.8%	Shares	Other	2025-08-13
2025-03-31	$771,184	1,773	+20.7%	Shares	Other	2025-05-09
2024-12-31	$541,914	1,469	+20.3%	Shares	Other	2025-02-13
2024-09-30	$634,920	1,221	-0.6%	Shares	Other	2024-11-12
2024-06-30	$665,404	1,228	+48.3%	Shares	Other	2024-08-12
2024-03-31	$429,351	828	+800.0%	Shares	Other	2024-05-15
2023-12-31	$43,383	92	-18.6%	Shares	Other	2024-02-13
2023-09-30	$49,202	113	+85.2%	Shares	Other	2023-11-13
2023-06-30	$27,101	61	+38.6%	Shares	Other	2023-08-10
2023-03-31	$20,231	44	—	Shares	Other	2023-05-12
No filing history on record for this holder in this stock.