Position in CI
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,308,101
+$40,505 QoQ
Shares Held
4,745
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#692
of 1,682 holders
Holding Since
Dec 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, 2026CGN Advisors LLC holds $1,644,345 across 2 Healthcare Plans names. CI ranks #1 (79.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
4,745 | $1,308,101 | |
| 2 | UNH |
Unitedhealth Group Inc
|
809 | $336,244 |
All Filings in CI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,308,101 | 4,745 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,267,596 | 4,752 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,305,691 | 4,744 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,367,746 | 4,745 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,569,263 | 4,747 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,562,421 | 4,749 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,395,059 | 5,052 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,759,568 | 5,079 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,660,122 | 5,022 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,904,205 | 5,243 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,503,837 | 5,022 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,442,651 | 5,043 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,415,907 | 5,046 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,284,038 | 5,025 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $1,621,246 | 4,893 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,368,759 | 4,933 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,274,382 | 4,836 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,158,753 | 4,836 | Shares | Sole | 2022-04-04 | |
| 2021-12-31 | $1,113,705 | 4,850 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $973,378 | 4,863 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,152,871 | 4,863 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,175,581 | 4,863 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,035,070 | 4,972 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||