Bogart Wealth, LLC

Position in CI — Cigna Group

CIK 1715740 MCLEAN, VA

Position in CI

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

Position Value

$13,784

+$6,315 QoQ

Shares Held

+78.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,533

of 1,682 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Bogart Wealth, LLC holds $483,119 across 7 Healthcare Plans names. CI ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	703	$292,187
2	CVS	CVS HEALTH Corp	890	$92,070
3	ELV	Elevance Health, Inc.	121	$46,794
4	HUM	Humana Inc	73	$28,997
5	CI	Cigna Group This page	50	$13,784
6	CNC	Centene Corp	134	$8,601
7	MOH	Molina Healthcare, Inc.	3	$686

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,784	50	+78.6%	Shares	Sole	2026-07-24
2026-03-31	$7,469	28	0.0%	Shares	Sole	2026-04-28
2025-12-31	$7,706	28	+16.7%	Shares	Sole	2026-01-30
2025-09-30	$6,918	24	-17.2%	Shares	Sole	2025-10-27
2025-06-30	$9,586	29	+38.1%	Shares	Sole	2025-07-30
2025-03-31	$6,909	21	-25.0%	Shares	Sole	2025-05-02
2024-12-31	$7,731	28	-68.9%	Shares	Sole	2025-01-30
2023-09-30	$25,746	90	+104.5%	Shares	Sole	2023-10-30
2023-06-30	$12,346	44	0.0%	Shares	Sole	2023-07-31
2023-03-31	$11,243	44	-13.7%	Shares	Sole	2023-04-21
2022-12-31	$16,898	51	+15.9%	Shares	Sole	2023-02-06
2022-09-30	$12,208	44	0.0%	Shares	Sole	2022-11-03
2022-06-30	$11,594	44	0.0%	Shares	Sole	2022-07-22
2022-03-31	$10,542	44	0.0%	Shares	Sole	2022-04-22
2021-12-31	$10,103	44	0.0%	Shares	Sole	2022-01-19
2021-09-30	$8,807	44	0.0%	Shares	Sole	2021-10-15
2021-06-30	$10,431	44	0.0%	Shares	Sole	2021-08-06
2021-03-31	$10,636	44	0.0%	Shares	Sole	2021-04-16
2020-12-31	$9,159	44	-6.4%	Shares	Sole	2021-01-14
2020-09-30	$7,962	47	0.0%	Shares	Sole	2020-10-06
2020-06-30	$8,819	47	0.0%	Shares	Sole	2020-07-08
2020-03-31	$8,327	47	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.