BCGM Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1830467 LAFAYETTE, IN

Position in UNH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,336,262

+$1,293,579 QoQ

Shares Held

8,027

+6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.12%

of 13F equity value

Holder Rank

#1,156

of 3,349 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

BCGM Wealth Management, LLC holds $6,733,564 across 3 Healthcare Plans names. UNH ranks #1 (49.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	8,027	$3,336,262
2	CVS	CVS HEALTH Corp	30,612	$3,166,811
3	ELV	Elevance Health, Inc.	596	$230,491

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,336,262	8,027	+6.3%	Shares	Sole	2026-08-04
2026-03-31	$2,042,683	7,549	+11.0%	Shares	Sole	2026-05-05
2025-12-31	$2,245,408	6,802	+4.4%	Shares	Sole	2026-01-07
2025-09-30	$2,249,284	6,514	+2.5%	Shares	Sole	2025-11-12
2025-06-30	$1,982,569	6,355	+59.0%	Shares	Sole	2025-08-05
2025-03-31	$2,092,905	3,996	+3.6%	Shares	Sole	2025-05-08
2024-12-31	$1,951,607	3,858	+3.8%	Shares	Sole	2025-02-04
2024-09-30	$2,172,086	3,715	+2.8%	Shares	Sole	2024-11-06
2024-06-30	$1,840,974	3,615	-1.2%	Shares	Sole	2024-07-30
2024-03-31	$1,809,612	3,658	+2.9%	Shares	Sole	2024-05-07
2023-12-31	$1,872,127	3,556	+1.7%	Shares	Sole	2024-02-13
2023-09-30	$1,762,648	3,496	+6.9%	Shares	Sole	2023-11-08
2023-06-30	$1,572,173	3,271	+7.3%	Shares	Sole	2023-08-07
2023-03-31	$1,440,926	3,049	-4.7%	Shares	Sole	2023-05-02
2022-12-31	$1,696,045	3,199	-0.5%	Shares	Sole	2023-02-07
2022-09-30	$1,623,703	3,215	+6.5%	Shares	Sole	2022-11-03
2022-06-30	$1,550,135	3,018	+1.6%	Shares	Sole	2022-08-01
2022-03-31	$1,515,120	2,971	+9.4%	Shares	Sole	2022-05-02
2021-12-31	$1,363,310	2,715	+13.7%	Shares	Sole	2022-02-01
2021-09-30	$933,087	2,388	+13.5%	Shares	Sole	2021-11-01
2021-06-30	$842,525	2,104	+14.5%	Shares	Sole	2021-08-02
2021-03-31	$683,864	1,838	+12.4%	Shares	Sole	2021-04-21
2020-12-31	$573,361	1,635	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.