Position in HUM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$744,390
+$621,417 QoQ
Shares Held
1,874
+272.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#491
of 918 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HUM 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. HUM ranks #4 (11.5% of the industry book) .
All Filings in HUM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,390 | 1,874 | Shares | Other | 2026-07-30 | |
| 2025-06-30 | $122,973 | 503 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $54,243 | 205 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $80,933 | 319 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $210,948 | 666 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $309,755 | 829 | Shares | Other | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||