Number of Shares
773.00
Current Holdings Value*
$241,300.00
% of Portfolio
0.2%
Total Estimate Gain
$-434,156.97
% of Total Estimate Gain
-39.18%

GEN Financial Management, INC.'s UnitedHealth Group Inc Holding Summary

As of 2025-06-30, GEN Financial Management, INC. held 773.00 shares of UnitedHealth Group Inc(UNH), totaling $241,300.00. This investment constitutes 0.2% of their stock portfolio, and GEN Financial Management, INC. now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $386.59 for 1,178.00 shares. Based on historical transaction data and UNH's current price of $282.65, GEN Financial Management, INC.'s estimated gain on his UNH holdings is $-434,156.97, reflecting a -39.18% gain to date.

GEN Financial Management, INC. UNH ($282.65) Holding Chart

GEN Financial Management, INC. UNH ($282.65) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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