Castle Rock Wealth Management, LLC

Position in CI — Cigna Group

CIK 1727605 WALNUT CREEK, CA

Position in CI

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,660,420

+$117,805 QoQ

Shares Held

6,023

+4.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#638

of 1,684 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Castle Rock Wealth Management, LLC holds $1,660,420 across 1 Healthcare Plans name. CI ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CI	Cigna Group This page	6,023	$1,660,420

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,660,420	6,023	+4.2%	Shares	Sole	2026-07-08
2026-03-31	$1,542,615	5,783	+5.9%	Shares	Sole	2026-04-08
2025-12-31	$1,503,031	5,461	+5.9%	Shares	Sole	2026-02-05
2025-09-30	$1,487,081	5,159	+1.9%	Shares	Sole	2025-10-16
2025-06-30	$1,673,065	5,061	-10.0%	Shares	Sole	2025-07-23
2025-03-31	$1,849,638	5,622	-20.4%	Shares	Sole	2025-04-09
2024-12-31	$1,951,481	7,067	+6.3%	Shares	Sole	2025-03-05
2024-09-30	$2,304,172	6,651	+0.5%	Shares	Sole	2024-10-09
2024-06-30	$2,187,381	6,617	+3.2%	Shares	Sole	2024-07-12
2024-03-31	$2,328,047	6,410	+0.5%	Shares	Sole	2024-05-13
2023-12-31	$1,910,191	6,379	+0.9%	Shares	Sole	2024-01-09
2023-09-30	$1,809,106	6,324	+4.7%	Shares	Sole	2023-10-11
2023-06-30	$1,695,385	6,042	+140.0%	Shares	Sole	2023-07-11
2023-03-31	$643,169	2,517	+2.1%	Shares	Sole	2023-05-12
2022-12-31	$816,753	2,465	-5.1%	Shares	Sole	2023-01-31
2022-09-30	$720,867	2,598	+3.4%	Shares	Sole	2022-10-14
2022-06-30	$662,225	2,513	-2.4%	Shares	Sole	2022-07-13
2022-03-31	$616,756	2,574	-58.4%	Shares	Sole	2022-04-25
2021-12-31	$1,420,491	6,186	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.