GenTrust, LLC: UNH position timeline

GenTrust, LLC held 1,246 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 1,246 shares

   Change vs previous 13F -484 shares

   0.02% of the 13F portfolio, value $517,875.

   13F-HR 0001697110-26-000003 filed by GenTrust, LLC
   Filed 2026-08-06 (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 1,730 shares

   Change vs previous 13F +577 shares

   0.02% of the 13F portfolio, value $468,121.

   13F-HR 0001697110-26-000002 filed by GenTrust, LLC
   Filed 2026-04-27 (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 1,153 shares

   Change vs previous 13F -75 shares

   0.02% of the 13F portfolio, value $380,617.

   13F-HR 0001697110-26-000001 filed by GenTrust, LLC
   Filed 2026-02-02 (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 1,228 shares

   Change vs previous 13F -157 shares

   0.02% of the 13F portfolio, value $424,028.

   13F-HR 0001697110-25-000003 filed by GenTrust, 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 1,385 shares

   Change vs previous 13F -977 shares

   0.02% of the 13F portfolio, value $432,078.

   13F-HR 0001085146-25-004344 filed by GenTrust, LLC
   Filed 2025-07-31 (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).

6. period ended2025-03-31

   13F 2,362 shares

   Change vs previous 13F -13 shares

   0.06% of the 13F portfolio, value $1,237,098.

   13F-HR 0001085146-25-002301 filed by GenTrust, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 2,375 shares

   Change vs previous 13F +57 shares

   0.05% of the 13F portfolio, value $1,201,418.

   13F-HR 0001085146-25-000763 filed by GenTrust, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 2,318 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $1,355,288.

   13F-HR 0001085146-24-005503 filed by GenTrust, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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