Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$517,874
+$49,754 QoQ
Shares Held
1,246
-28.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,290
of 3,349 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$231,448
PutShares
660
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026GenTrust, LLC holds $517,874 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,246 | $517,874 |
All Filings in UNH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,874 | 1,246 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $468,120 | 1,730 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $380,616 | 1,153 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $424,028 | 1,228 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $432,078 | 1,385 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,237,097 | 2,362 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,201,417 | 2,375 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,355,288 | 2,318 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $830,093 | 1,630 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $653,004 | 1,320 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $605,966 | 1,151 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $580,322 | 1,151 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $553,216 | 1,151 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $550,567 | 1,165 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $323,409 | 610 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $383,830 | 760 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $390,358 | 760 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $336,580 | 660 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $331,412 | 660 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $329,393 | 843 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $264,290 | 660 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $245,566 | 660 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $231,448 | 660 | Put | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||