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Genesee Capital Advisors, LLC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Genesee Capital Advisors, LLC on UNH, newest first. How the timeline and the estimate are built.

Genesee Capital Advisors, LLC held 2,929 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 2,929 shares
    Change vs previous 13F +1,269 shares

    0.38% of the 13F portfolio, value $1,217,187.

    13F-HR 0001951757-26-001110 filed by Genesee Capital Advisors, LLC
    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 1,660 shares
    Change vs previous 13F +17 shares

    0.19% of the 13F portfolio, value $449,059.

    13F-HR 0001951757-26-000693 filed by Genesee Capital Advisors, LLC
    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 1,643 shares
    Change vs previous 13F +218 shares

    0.22% of the 13F portfolio, value $542,287.

    13F-HR 0001951757-26-000194 filed by Genesee Capital Advisors, LLC
    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 1,425 shares
    Change vs previous 13F +339 shares

    0.21% of the 13F portfolio, value $491,943.

    13F-HR 0001951757-25-001255 filed by Genesee Capital Advisors, LLC
    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 1,086 shares
    Change vs previous 13F +8 shares

    0.15% of the 13F portfolio, value $338,790.

    13F-HR 0001951757-25-000968 filed by Genesee Capital Advisors, LLC
    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 1,078 shares
    Change vs previous 13F -13 shares

    0.28% of the 13F portfolio, value $564,796.

    13F-HR 0001951757-25-000406 filed by Genesee Capital Advisors, LLC
    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 1,091 shares
    Change vs previous 13F +101 shares

    0.26% of the 13F portfolio, value $551,703.

    13F-HR 0001951757-25-000099 filed by Genesee Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 990 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $578,906.

    13F-HR 0001951757-24-001086 filed by Genesee Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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