PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in CI — Cigna Group
CIK 2145782
WALTHAM, MA
Position in CI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,475
+$339 QoQ
Shares Held
38
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,555
of 1,682 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $56,934 across 3 Healthcare Plans names. CI ranks #3 (18.4% of the industry book) .
All Filings in CI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,475 | 38 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,136 | 38 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $59,449 | 216 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $14,700 | 51 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $16,859 | 51 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $16,779 | 51 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $14,083 | 51 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $17,668 | 51 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $16,859 | 51 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $18,522 | 51 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $15,271 | 51 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $14,589 | 51 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $14,311 | 577 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $13,032 | 51 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $16,898 | 51 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||