Genesee Capital Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1652348 AUBURN, NY

Position in UNH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,217,380

+$768,201 QoQ

Shares Held

2,929

+76.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#1,686

of 3,349 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Genesee Capital Advisors, LLC holds $1,603,084 across 2 Healthcare Plans names. UNH ranks #1 (75.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	2,929	$1,217,380
2	OSCR	Oscar Health, Inc.	13,524	$385,704

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,217,380	2,929	+76.4%	Shares	Sole	2026-08-06
2026-03-31	$449,179	1,660	+1.0%	Shares	Sole	2026-04-22
2025-12-31	$542,370	1,643	+15.3%	Shares	Sole	2026-01-16
2025-09-30	$492,052	1,425	+31.2%	Shares	Sole	2025-11-03
2025-06-30	$338,799	1,086	+0.7%	Shares	Sole	2025-07-25
2025-03-31	$564,602	1,078	-1.2%	Shares	Sole	2025-04-22
2024-12-31	$551,893	1,091	+10.2%	Shares	Sole	2025-01-22
2024-09-30	$578,833	990	+1.9%	Shares	Sole	2024-10-21
2024-06-30	$495,000	972	-0.2%	Shares	Sole	2024-07-18
2024-03-31	$481,837	974	+0.3%	Shares	Sole	2024-04-22
2023-12-31	$511,202	971	+15.5%	Shares	Sole	2024-01-29
2023-09-30	$424,023	841	-68.2%	Shares	Sole	2023-10-25
2023-06-30	$1,270,812	2,644	-9.3%	Shares	Sole	2023-07-17
2023-03-31	$1,377,127	2,914	-1.9%	Shares	Sole	2023-04-18
2022-12-31	$1,574,104	2,969	+2.8%	Shares	Sole	2023-01-20
2022-09-30	$1,459,060	2,889	+0.3%	Shares	Sole	2022-10-20
2022-06-30	$1,479,254	2,880	+13.4%	Shares	Sole	2022-07-19
2022-03-31	$1,294,813	2,539	+20.3%	Shares	Sole	2022-05-25
2021-12-31	$1,059,515	2,110	+1.2%	Shares	Sole	2022-01-25
2021-09-30	$814,692	2,085	—	Shares	Sole	2021-10-14
No filing history on record for this holder in this stock.