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Generation Capital Management LLC

SEC CIK
0002054384
Latest filing
Aug 13, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Generation Capital Management 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)
3,516
Value
$1.46M
% of portfolio
0.9%
Quarters held
5
Since Q2 2025
Holdings of UNH by Generation Capital Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,516$1.46M0.9%−30−0.8%ReducedHolders
Q1 20263,546$959.5K0.7%−10−0.3%ReducedHolders
Q4 20253,556$1.17M0.8%+75+2.2%AddedHolders
Q3 20253,481$1.20M0.9%+1,010+40.9%AddedHolders
Q2 20252,471$770.9K0.6%+2,471NewHolders