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Disclosery

Geneos Wealth Management Inc.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on UNH, newest first. How the timeline and the estimate are built.

Geneos Wealth Management Inc. held 5,143 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,143 shares
    Change vs previous 13F -214 shares

    0.04% of the 13F portfolio, value $2,137,739.

    13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,357 shares
    Change vs previous 13F -345 shares

    0.03% of the 13F portfolio, value $1,449,532.

    13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,702 shares
    Change vs previous 13F -2,199 shares

    0.05% of the 13F portfolio, value $1,882,415.

    13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,901 shares
    Change vs previous 13F -2,924 shares

    0.07% of the 13F portfolio, value $2,728,059.

    13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,825 shares
    Change vs previous 13F -4,736 shares

    0.08% of the 13F portfolio, value $3,377,102.

    13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 15,561 shares
    Change vs previous 13F +1,877 shares

    0.17% of the 13F portfolio, value $11,618,892.

    13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,684 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,922,119.

    13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).