Position in CI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$476,099
-$264,665 QoQ
Shares Held
1,727
-37.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,006
of 1,682 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Aries Wealth Management holds $700,585 across 2 Healthcare Plans names. CI ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
1,727 | $476,099 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,170 | $224,486 |
All Filings in CI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,099 | 1,727 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $740,764 | 2,777 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,053,305 | 3,827 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,103,132 | 3,827 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,265,129 | 3,827 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,287,048 | 3,912 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,080,811 | 3,914 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,355,966 | 3,914 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,263,438 | 3,822 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,454,212 | 4,004 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,198,997 | 4,004 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,162,588 | 4,064 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,123,522 | 4,004 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,023,142 | 4,004 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,326,685 | 4,004 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,135,962 | 4,094 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,078,850 | 4,094 | Shares | Sole | 2022-07-27 | |
| 2021-12-31 | $940,105 | 4,094 | Shares | Sole | 2022-06-06 | |
| 2021-09-30 | $819,455 | 4,094 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $970,564 | 4,094 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,098,466 | 4,544 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $982,817 | 4,721 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $799,784 | 4,721 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $908,601 | 4,842 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $857,905 | 4,842 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||