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GenTrust, LLC

SEC CIK
0001697110
Latest filing
Aug 6, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by GenTrust, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
1,246
Value
$517.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UNH by GenTrust, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,246$517.9K<0.1%−484−28.0%ReducedHolders
Q1 20261,730$468.1K<0.1%+577+50.0%AddedHolders
Q4 20251,153$380.6K<0.1%−75−6.1%ReducedHolders
Q3 20251,228$424.0K<0.1%−157−11.3%ReducedHolders
Q2 20251,385$432.1K<0.1%−977−41.4%ReducedHolders
Q1 20252,362$1.24M0.1%−13−0.5%ReducedHolders
Q4 20242,375$1.20M0.1%+57+2.5%AddedHolders
Q3 20242,318$1.36M0.1%+688+42.2%AddedHolders
Q2 20241,630$830.1K<0.1%+310+23.5%AddedHolders
Q1 20241,320$653.0K<0.1%+169+14.7%AddedHolders
Q4 20231,151$606.0K<0.1%00.0%UnchangedHolders
Q3 20231,151$580.3K<0.1%00.0%UnchangedHolders
Q2 20231,151$553.2K<0.1%−14−1.2%ReducedHolders
Q1 20231,165$550.6K<0.1%+555+91.0%AddedHolders
Q4 2022610$323.4K<0.1%−150−19.7%ReducedHolders
Q3 2022760$384.0K<0.1%00.0%UnchangedHolders
Q2 2022760$390.0K<0.1%+100+15.2%AddedHolders
Q1 2022660$337.0K<0.1%00.0%UnchangedHolders
Q4 2021660$309.0K<0.1%−183−21.7%ReducedHolders
Q3 2021843$329.0K<0.1%+183+27.7%AddedHolders
Q2 2021660$264.0K<0.1%00.0%UnchangedHolders
Q1 2021660$245.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.