Position in CI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$536,197
-$135,746 QoQ
Shares Held
1,945
-22.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#964
of 1,682 holders
Holding Since
Mar 2024
10 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, 2026POWER WEALTH MANAGEMENT LLC holds $2,204,936 across 2 Healthcare Plans names. CI ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
4,315 | $1,668,739 | |
| 2 | CI |
Cigna Group
This page
|
1,945 | $536,197 |
All Filings in CI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,197 | 1,945 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $671,943 | 2,519 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $710,093 | 2,580 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $697,565 | 2,420 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $766,945 | 2,320 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $780,388 | 2,372 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $606,127 | 2,195 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $737,224 | 2,128 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $606,595 | 1,835 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $341,761 | 941 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||