GENESIS PRIVATE WEALTH, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1965529 ASHBURN, VA

Position in UNH

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$210,308

-$71,469 QoQ

Shares Held

506

-5.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#3,010

of 3,349 holders

Holding Since

Dec 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

GENESIS PRIVATE WEALTH, LLC holds $932,896 across 3 Healthcare Plans names. UNH ranks #3 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	1,531	$422,066
2	CVS	CVS HEALTH Corp	2,905	$300,522
3	UNH	Unitedhealth Group Inc This page	506	$210,308

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,308	506	-5.9%	Shares	Sole	2026-07-13
2025-03-31	$281,777	538	+13.5%	Shares	Sole	2025-04-23
2024-12-31	$239,777	474	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.