Total Wealth Planning & Management, Inc.
Position in CI — Cigna Group
CIK 2058383
Ponte Vedra Beach, FL
Position in CI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$705,740
+$80,478 QoQ
Shares Held
2,560
+9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#869
of 1,682 holders
Holding Since
Dec 2024
6 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, 2026Total Wealth Planning & Management, Inc. holds $1,271,301 across 2 Healthcare Plans names. CI ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
2,560 | $705,740 | |
| 2 | CVS |
CVS HEALTH Corp
|
5,467 | $565,561 |
All Filings in CI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,740 | 2,560 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $625,262 | 2,344 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $430,459 | 1,564 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $475,374 | 1,438 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $546,469 | 1,661 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $401,507 | 1,454 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||