Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-612
Closed -$202K 130
2025
Q2
$202K Sell
612
-54
-8% -$17.4K 0.08% 112
2025
Q1
$219K Buy
+666
New +$201K 0.11% 96
2024
Q4
Sell
-666
Closed -$231K 115
2024
Q3
$231K Sell
666
-2
-0.3% -$688 0.1% 102
2024
Q2
$221K Buy
668
+12
+2% +$4.14K 0.11% 96
2024
Q1
$238K Buy
+656
New +$216K 0.12% 89
2023
Q1
Sell
-615
Closed -$204K 69
2022
Q4
$204K Buy
+615
New +$195K 0.19% 65

Other funds holding CI

Crown Wealth Group's CI Position: Q3 2025 in Review

Crown Wealth Group sold out of Cigna (CI) in Q3 2025, closing a stake of 612 shares — an estimated $202K sold.

Crown Wealth Group first reported a position in CI in Q4 2022 and held it in 6 quarters. The position peaked at $238K in Q1 2024. 1,618 funds tracked by Wall St. Rank hold CI as of Q3 2025.

  • Crown Wealth Group reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
  • Crown Wealth Group sold 612 Cigna shares in Q3 2025, an estimated $202K.
  • Crown Wealth Group first reported a position in Cigna in Q4 2022 and held it in 6 quarters.
  • Crown Wealth Group's Cigna position peaked at $238K in Q1 2024.
  • 1,618 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on Crown Wealth Group's 13F filing for Q3 2025, filed 22 Oct 2025.