Generation Capital Management LLC: UNH position timeline

Generation Capital Management LLC held 3,516 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,516 shares

   Change vs previous 13F -30 shares

   0.9% of the 13F portfolio, value $1,461,355.

   13F-HR 0001214659-26-010030 filed by Generation Capital Management LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,546 shares

   Change vs previous 13F -10 shares

   0.7% of the 13F portfolio, value $959,512.

   13F-HR 0001214659-26-005813 filed by Generation Capital Management LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,556 shares

   Change vs previous 13F +75 shares

   0.76% of the 13F portfolio, value $1,173,871.

   13F-HR 0001214659-26-001664 filed by Generation Capital Management LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,481 shares

   Change vs previous 13F +1,010 shares

   0.87% of the 13F portfolio, value $1,201,989.

   13F-HR 0001214659-25-016064 filed by Generation Capital Management LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,471 shares

   Change vs previous 13F not available

   0.61% of the 13F portfolio, value $770,878.

   13F-HR 0001214659-25-011913 filed by Generation Capital Management LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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