Position in CI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$7,443
-$41,372 QoQ
Shares Held
27
-85.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,575
of 1,682 holders
Holding Since
Jun 2022
15 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, 2026Activest Wealth Management holds $1,229,126 across 8 Healthcare Plans names. CI ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,407 | $1,000,421 | |
| 2 | CVS |
CVS HEALTH Corp
|
998 | $103,243 | |
| 3 | CNC |
Centene Corp
|
913 | $58,605 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
197 | $45,053 | |
| 5 | ELV |
Elevance Health, Inc.
|
26 | $10,054 | |
| 6 | CI |
Cigna Group
This page
|
27 | $7,443 | |
| 7 | HUM |
Humana Inc
|
7 | $2,780 | |
| 8 | PGNY |
Progyny, Inc.
|
53 | $1,527 |
All Filings in CI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,443 | 27 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $48,815 | 183 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $37,981 | 138 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,459 | 12 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $21,818 | 66 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $30,268 | 92 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,522 | 20 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $0 | 0 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,297 | 13 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $14,890 | 41 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $0 | 0 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $37,189 | 130 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $36,478 | 130 | Shares | Sole | 2023-07-21 | |
| 2022-12-31 | $1,656 | 5 | Shares | Sole | 2023-01-18 | |
| 2022-06-30 | $10,013 | 38 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||