UnitedHealth shares owned by TriaGen Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by TriaGen Wealth Management
from 13F filings
Historical chart of TriaGen Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by TriaGen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $327k | 948 | 345.30 |
| 2025-03-31 | $217k | 414 | 523.75 |
| 2024-12-31 | $217k | 428 | 505.86 |
| 2024-09-30 | $250k | 428 | 584.68 |
| 2024-06-30 | $218k | 428 | 509.26 |
| 2024-03-31 | $212k | 428 | 494.70 |
| 2023-12-31 | $225k | 428 | 526.47 |
| 2023-09-30 | $266k | 528 | 504.19 |
| 2023-06-30 | $639k | 1.3k | 480.64 |
| 2023-03-31 | $656k | 1.4k | 472.59 |
| 2022-12-31 | $760k | 1.4k | 530.18 |
| 2022-09-30 | $700k | 1.4k | 505.05 |
| 2022-06-30 | $269k | 524 | 513.36 |
| 2022-03-31 | $2.4M | 4.7k | 510.05 |
| 2021-12-31 | $2.6M | 5.2k | 502.22 |
| 2021-09-30 | $2.0M | 5.2k | 390.77 |
| 2021-06-30 | $2.1M | 5.2k | 412.21 |
| 2021-03-31 | $1.9M | 5.2k | 372.09 |
| 2020-12-31 | $2.2M | 6.3k | 350.75 |