Position in CI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$90,974
+$15,484 QoQ
Shares Held
330
+16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,408
of 1,679 holders
Holding Since
Dec 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, 2026True Wealth Design, LLC holds $1,275,182 across 10 Healthcare Plans names. CI ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNC |
Centene Corp
|
7,108 | $456,262 | |
| 2 | UNH |
Unitedhealth Group Inc
|
712 | $295,928 | |
| 3 | MOH |
Molina Healthcare, Inc.
|
988 | $225,955 | |
| 4 | CVS |
CVS HEALTH Corp
|
1,085 | $112,243 | |
| 5 | CI |
Cigna Group
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|
330 | $90,974 | |
| 6 | ELV |
Elevance Health, Inc.
|
160 | $61,876 | |
| 7 | HUM |
Humana Inc
|
45 | $17,874 | |
| 8 | PGNY |
Progyny, Inc.
|
232 | $6,688 |
All Filings in CI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,974 | 330 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $75,490 | 283 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $43,486 | 158 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $21,042 | 73 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $25,124 | 76 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $19,082 | 58 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $828 | 3 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,464 | 10 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $859,151 | 2,599 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $944,657 | 2,601 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $808,515 | 2,700 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $785,262 | 2,745 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,403 | 5 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,388 | 25 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,656 | 5 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||