Geneos Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.14M | Sell |
5,143
-214
| -4% | -$79.3K | 0.04% | 364 |
|
|
2026
Q1 | $1.45M | Sell |
5,357
-345
| -6% | -$103K | 0.03% | 417 |
|
|
2025
Q4 | $1.88M | Sell |
5,702
-2,199
| -28% | -$745K | 0.05% | 362 |
|
|
2025
Q3 | $2.73M | Sell |
7,901
-2,924
| -27% | -$884K | 0.07% | 300 |
|
|
2025
Q2 | $3.38M | Buy |
10,825
+2,553
| +31% | +$976K | 0.08% | 285 |
|
|
2025
Q1 | $4.33M | Sell |
8,272
-5,412
| -40% | -$2.77M | 0.15% | 172 |
|
|
2024
Q4 | $6.92M | Buy |
+13,684
| New | +$7.78M | 0.24% | 94 |
|
|
2022
Q1 | – | Sell |
-12,600
| Closed | -$6.33M | – | 2988 |
|
|
2021
Q4 | $6.33M | Buy |
12,600
+898
| +8% | +$406K | 0.24% | 97 |
|
|
2021
Q3 | $4.59M | Buy |
11,702
+557
| +5% | +$231K | 0.18% | 141 |
|
|
2021
Q2 | $4.56M | Sell |
11,145
-1,566
| -12% | -$624K | 0.18% | 133 |
|
|
2021
Q1 | $5.07M | Sell |
12,711
-2,002
| -14% | -$694K | 0.14% | 171 |
|
|
2020
Q4 | $4.93M | Buy |
14,713
+6,316
| +75% | +$2.12M | 0.2% | 125 |
|
|
2020
Q3 | $2.54M | Sell |
8,397
-491
| -6% | -$151K | 0.13% | 169 |
|
|
2020
Q2 | $2.55M | Buy |
8,888
+414
| +5% | +$119K | 0.14% | 159 |
|
|
2020
Q1 | $2.05M | Buy |
8,474
+1,394
| +20% | +$384K | 0.14% | 162 |
|
|
2019
Q4 | $2.1M | Sell |
7,080
-82
| -1% | -$21.5K | 0.11% | 198 |
|
|
2019
Q3 | $1.54M | Buy |
7,162
+285
| +4% | +$68.8K | 0.09% | 214 |
|
|
2019
Q2 | $1.68M | Sell |
6,877
-578
| -8% | -$139K | 0.1% | 196 |
|
|
2019
Q1 | $1.84M | Sell |
7,455
-41
| -0.5% | -$10.5K | 0.12% | 186 |
|
|
2018
Q4 | $1.85M | Buy |
7,496
+808
| +12% | +$213K | 0.14% | 174 |
|
|
2018
Q3 | $1.78M | Sell |
6,688
-13
| -0.2% | -$3.38K | 0.12% | 187 |
|
|
2018
Q2 | $1.64M | Buy |
6,701
+52
| +0.8% | +$12.5K | 0.13% | 160 |
|
|
2018
Q1 | $1.42M | Sell |
6,649
-585
| -8% | -$134K | 0.12% | 163 |
|
|
2017
Q4 | $1.59M | Buy |
7,234
+484
| +7% | +$103K | 0.14% | 153 |
|
|
2017
Q3 | $1.32M | Buy |
6,750
+14
| +0.2% | +$2.71K | 0.13% | 162 |
|
|
2017
Q2 | $1.25M | Hold |
6,736
| – | – | 0.13% | 157 |
|
|
2017
Q1 | $1.1M | Buy |
6,736
+64
| +1% | +$10.5K | 0.11% | 164 |
|
|
2016
Q4 | $1.07M | Buy |
6,672
+181
| +3% | +$27K | 0.14% | 153 |
|
|
2016
Q3 | $908K | Buy |
6,491
+20
| +0.3% | +$2.8K | 0.12% | 170 |
|
|
2016
Q2 | $911K | Buy |
6,471
+209
| +3% | +$27.9K | 0.13% | 162 |
|
|
2016
Q1 | $813K | Buy |
+6,262
| New | +$741K | 0.12% | 168 |
|
Other funds holding UNH
Geneos Wealth Management's UNH Position: Q2 2026 in Review
Geneos Wealth Management reduced its UnitedHealth (UNH) stake by 4% in Q2 2026, selling an estimated $79.3K and leaving 5,143 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #364.
Geneos Wealth Management first reported a position in UNH in Q1 2016 and has held it in 31 quarters since. The position peaked at $6.92M in Q4 2024. 3,392 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Geneos Wealth Management held 5,143 shares of UnitedHealth worth $2.14M as of Q2 2026.
- Geneos Wealth Management sold 214 UnitedHealth shares in Q2 2026, an estimated $79.3K.
- UnitedHealth made up 0.04% of Geneos Wealth Management's portfolio in Q2 2026, its #364 holding.
- Geneos Wealth Management first reported a position in UnitedHealth in Q1 2016 and has held it in 31 quarters since.
- Geneos Wealth Management's UnitedHealth position peaked at $6.92M in Q4 2024.
- 3,392 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.