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Geneos Wealth Management’s UnitedHealth UNH Stock Holding History

Geneos Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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 Sell
10,825
-4,736
-30% -$1.81M 0.08% 285
2025
Q1 		$11.6M Buy
15,561
+1,877
+14% +$960K 0.17% 150
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geneos Wealth Management's UNH Position: Q1 2026 in Review

Geneos Wealth Management reduced its UnitedHealth (UNH) stake by 6.1% in Q1 2026, selling an estimated $103K and leaving 5,357 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #417.

Geneos Wealth Management first reported a position in UNH in Q1 2016 and has held it in 30 quarters since. The position peaked at $11.6M in Q1 2025. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Geneos Wealth Management held 5,357 shares of UnitedHealth worth $1.45M as of Q1 2026.
  • Geneos Wealth Management sold 345 UnitedHealth shares in Q1 2026, an estimated $103K.
  • UnitedHealth made up 0.03% of Geneos Wealth Management's portfolio in Q1 2026, its #417 holding.
  • Geneos Wealth Management first reported a position in UnitedHealth in Q1 2016 and has held it in 30 quarters since.
  • Geneos Wealth Management's UnitedHealth position peaked at $11.6M in Q1 2025.
  • 3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.