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UnitedHealth shares owned by GEN Financial Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by GEN Financial Management from 13F filings

Historical chart of GEN Financial Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by GEN Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by GEN Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $254k 611 415.63
2025-06-30 $241k 773 312.16
2025-03-31 $1.0M 1.9k 523.88
2024-12-31 $987k 2.0k 505.98

More positions owned by GEN Financial Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Spdr Series Trust St Str Sp600grwo (SLYG)
Spdr Series Trust ST STR SP400GRW (MDYG)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Dimensional Etf Trust Us Real Esta Etf (DFAR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Vanguard Wellington Short Trm Tax Ex (VTES)

View all positions for GEN Financial Management

Top funds holding UnitedHealth

BlackRock
Vanguard Capital Management
State Street Corporation
Susquehanna International
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
T. Rowe Price Associates
Charles Schwab Investment Management
Citadel Advisors
Capital Research Global Investors
Morgan Stanley
Jane Street
FMR
Bank of America Corporation

View all funds holding UnitedHealth