Position in CI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$804,158
+$22,047 QoQ
Shares Held
2,917
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#831
of 1,679 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $12,002,377 across 9 Healthcare Plans names. CI ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
17,949 | $7,460,141 | |
| 2 | CVS |
CVS HEALTH Corp
|
34,060 | $3,523,506 | |
| 3 | CI |
Cigna Group
This page
|
2,917 | $804,158 | |
| 4 | HUM |
Humana Inc
|
242 | $96,127 | |
| 5 | ELV |
Elevance Health, Inc.
|
197 | $76,185 | |
| 6 | CNC |
Centene Corp
|
253 | $16,240 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
49 | $11,206 | |
| 8 | OSCR |
Oscar Health, Inc.
|
389 | $11,094 |
All Filings in CI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,158 | 2,917 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $782,111 | 2,932 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $816,056 | 2,965 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $833,619 | 2,892 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,048,930 | 3,173 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,556,170 | 4,730 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,187,402 | 4,300 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,116,227 | 8,995 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,283,933 | 3,884 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,359,056 | 3,742 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $825,583 | 2,757 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $803,856 | 2,810 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $771,369 | 2,749 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $686,609 | 2,687 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $725,965 | 2,191 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $544,673 | 1,963 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $726,788 | 2,758 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $726,976 | 3,034 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $860,653 | 3,748 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $504,403 | 2,520 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $536,252 | 2,262 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $763,656 | 3,159 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||