Avidian Wealth Enterprises, LLC

Position in CI — Cigna Group

CIK 1471474 HOUSTON, TX

Position in CI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,530,851

+$100,271 QoQ

Shares Held

5,553

+3.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#656

of 1,679 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Healthcare · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $6,150,992 across 5 Healthcare Plans names. CI ranks #2 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	8,139	$3,382,812
2	CI	Cigna Group This page	5,553	$1,530,851
3	CVS	CVS HEALTH Corp	7,300	$755,185
4	ELV	Elevance Health, Inc.	695	$268,777
5	CNC	Centene Corp	3,324	$213,367

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,530,851	5,553	+3.5%	Shares	Sole	2026-07-24
2026-03-31	$1,430,580	5,363	+89.8%	Shares	Sole	2026-05-07
2025-12-31	$777,524	2,825	-1.6%	Shares	Sole	2026-02-02
2025-09-30	$827,277	2,870	-21.1%	Shares	Sole	2025-10-30
2025-06-30	$1,202,980	3,639	-4.8%	Shares	Sole	2025-07-30
2025-03-31	$1,257,109	3,821	+5.1%	Shares	Sole	2025-04-25
2024-12-31	$1,004,321	3,637	+24.8%	Shares	Sole	2025-01-29
2024-09-30	$1,009,526	2,914	+2.0%	Shares	Sole	2024-10-30
2024-06-30	$944,438	2,857	+11.9%	Shares	Sole	2024-08-06
2024-03-31	$927,224	2,553	+6.3%	Shares	Sole	2024-05-03
2023-12-31	$718,979	2,401	+3.1%	Shares	Sole	2024-02-06
2023-09-30	$665,970	2,328	0.0%	Shares	Sole	2023-10-13
2023-06-30	$653,236	2,328	-5.3%	Shares	Sole	2023-08-03
2023-03-31	$628,348	2,459	+5.9%	Shares	Sole	2023-05-08
2022-12-31	$769,702	2,323	-2.1%	Shares	Sole	2023-02-06
2022-09-30	$658,158	2,372	-0.8%	Shares	Sole	2022-11-03
2022-06-30	$629,812	2,390	0.0%	Shares	Sole	2022-07-29
2022-03-31	$572,667	2,390	+1.1%	Shares	Sole	2022-05-10
2021-12-31	$542,615	2,363	-0.8%	Shares	Sole	2022-02-14
2021-09-30	$476,580	2,381	+3.7%	Shares	Sole	2021-11-10
2021-06-30	$544,312	2,296	+0.9%	Shares	Sole	2021-08-09
2021-03-31	$549,958	2,275	-5.6%	Shares	Sole	2021-05-05
2020-12-31	$501,713	2,410	-13.1%	Shares	Sole	2021-02-09
2020-09-30	$469,943	2,774	+7.8%	Shares	Sole	2021-02-03
2020-06-30	$483,011	2,574	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.