Position in CI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,687,002
+$579,807 QoQ
Shares Held
20,629
+7.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#389
of 1,679 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $50,686,812 across 7 Healthcare Plans names. CI ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
58,523 | $24,323,914 | |
| 2 | ELV |
Elevance Health, Inc.
|
23,866 | $9,229,698 | |
| 3 | CI |
Cigna Group
This page
|
20,629 | $5,687,002 | |
| 4 | CVS |
CVS HEALTH Corp
|
47,828 | $4,947,806 | |
| 5 | CNC |
Centene Corp
|
45,774 | $2,938,233 | |
| 6 | HUM |
Humana Inc
|
5,503 | $2,185,901 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
6,009 | $1,374,258 |
All Filings in CI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,687,002 | 20,629 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,107,195 | 19,146 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,201,661 | 15,266 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,607,964 | 15,986 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,886,633 | 14,782 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,194,750 | 12,750 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,753,391 | 9,971 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,572,835 | 10,313 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,004,550 | 9,089 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,963,993 | 8,161 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,257,853 | 7,540 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,081,731 | 7,277 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,677,426 | 5,978 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,785,643 | 6,988 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,365,767 | 7,140 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,523,865 | 5,492 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,281,761 | 4,864 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,069,379 | 4,463 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $902,216 | 3,929 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||