Geneos Wealth Management Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1764754 ENGLEWOOD, CO

Position in UNH

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

Position Value

$2,137,585

+$688,035 QoQ

Shares Held

5,143

-4.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,373

of 3,349 holders

Holding Since

Mar 2020

15 quarters on record

Healthcare · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $17,541,224 across 6 Healthcare Plans names. UNH ranks #3 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	19,932	$7,708,302
2	CI	Cigna Group	23,634	$6,515,421
3	UNH	Unitedhealth Group Inc This page	5,143	$2,137,585
4	CVS	CVS HEALTH Corp	9,580	$991,051
5	HUM	Humana Inc	262	$104,071
6	CNC	Centene Corp	1,321	$84,794

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,137,585	5,143	-4.0%	Shares	Sole	2026-08-06
2026-03-31	$1,449,550	5,357	-6.1%	Shares	Sole	2026-05-05
2025-12-31	$1,882,287	5,702	-27.8%	Shares	Sole	2026-01-28
2025-09-30	$2,728,215	7,901	-27.0%	Shares	Sole	2025-10-22
2025-06-30	$3,377,075	10,825	+48.5%	Shares	Sole	2025-08-18
2025-03-31	$3,817,613	7,289	-46.7%	Shares	Sole	2025-05-08
2024-12-31	$6,922,188	13,684	+8.6%	Shares	Sole	2025-01-21
2021-12-31	$6,326,964	12,600	+7.7%	Shares	Sole	2022-02-09
2021-09-30	$4,572,439	11,702	+5.0%	Shares	Sole	2021-11-09
2021-06-30	$4,462,903	11,145	-12.3%	Shares	Sole	2021-07-08
2021-03-31	$4,729,381	12,711	-13.6%	Shares	Sole	2021-06-17
2020-12-31	$5,159,554	14,713	+75.2%	Shares	Sole	2021-05-19
2020-09-30	$2,617,932	8,397	-5.5%	Shares	Sole	2021-09-07
2020-06-30	$2,621,515	8,888	+4.9%	Shares	Sole	2021-09-07
2020-03-31	$2,113,246	8,474	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.