Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,108,906
+$679,109 QoQ
Shares Held
5,074
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,378
of 3,349 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Gen-Wealth Partners Inc holds $2,169,303 across 3 Healthcare Plans names. UNH ranks #1 (97.2% of the industry book) .
All Filings in UNH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,108,906 | 5,074 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,429,797 | 5,284 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,649,889 | 4,998 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,773,115 | 5,135 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,113,108 | 3,568 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,091,857 | 3,994 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,778,603 | 3,516 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,856,359 | 3,175 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,409,631 | 2,768 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,291,167 | 2,610 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||