Position in CI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,367,648
+$425,261 QoQ
Shares Held
4,961
+44.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#681
of 1,682 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $17,579,777 across 11 Healthcare Plans names. CI ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
23,702 | $9,851,262 | |
| 2 | CVS |
CVS HEALTH Corp
|
27,309 | $2,825,116 | |
| 3 | ELV |
Elevance Health, Inc.
|
6,211 | $2,401,980 | |
| 4 | CI |
Cigna Group
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|
4,961 | $1,367,648 | |
| 5 | CNC |
Centene Corp
|
10,755 | $690,363 | |
| 6 | HUM |
Humana Inc
|
593 | $235,551 | |
| 7 | CLOV |
Clover Health Investments, Corp. /De
|
19,575 | $102,573 | |
| 8 | OSCR |
Oscar Health, Inc.
|
1,602 | $45,689 |
All Filings in CI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,367,648 | 4,961 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $942,387 | 3,424 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $849,184 | 2,946 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $823,144 | 2,490 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $741,159 | 2,684 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,108,954 | 3,201 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,037,659 | 3,139 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,042,355 | 2,870 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,055,860 | 3,526 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $896,829 | 3,135 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,003,706 | 3,577 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $774,000 | 3,029 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $721,989 | 2,179 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $198,113 | 714 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $471,173 | 1,788 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $426,266 | 1,779 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $338,470 | 1,691 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $393,536 | 1,660 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $402,738 | 1,666 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $398,664 | 1,915 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $409,972 | 2,420 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $486,388 | 2,592 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $459,250 | 2,592 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||