Simplicity Wealth,LLC

Position in CI — Cigna Group

CIK 1913243 SUMMIT, NJ

Position in CI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$721,454

+$286,652 QoQ

Shares Held

2,617

+60.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#860

of 1,679 holders

Holding Since

Mar 2024

9 quarters on record

Healthcare · as of Jun 30, 2026

Simplicity Wealth,LLC holds $19,232,347 across 6 Healthcare Plans names. CI ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	31,667	$13,161,755
2	CVS	CVS HEALTH Corp	38,054	$3,936,686
3	ELV	Elevance Health, Inc.	1,914	$740,201
4	CI	Cigna Group This page	2,617	$721,454
5	CNC	Centene Corp	5,720	$367,166
6	MOH	Molina Healthcare, Inc.	1,334	$305,085

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$721,454	2,617	+60.6%	Shares	Sole	2026-08-06
2026-03-31	$434,802	1,630	+16.9%	Shares	Sole	2026-04-30
2025-12-31	$383,670	1,394	-44.4%	Shares	Sole	2026-01-30
2025-09-30	$722,931	2,508	-21.6%	Shares	Sole	2025-10-30
2025-06-30	$1,057,856	3,200	+299.0%	Shares	Sole	2025-07-22
2025-03-31	$263,858	802	+6.4%	Shares	Sole	2025-04-15
2024-12-31	$208,209	754	-90.0%	Shares	Sole	2025-02-07
2024-06-30	$2,487,539	7,525	-0.3%	Shares	Sole	2024-07-10
2024-03-31	$2,742,084	7,550	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.