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Geneos Wealth Management’s Cigna CI Stock Holding History

Geneos Wealth Management’s Portfolio CI Stock Details CI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$582K Sell
2,182
-16
-0.7% -$4.43K 0.01% 644
2025
Q4 		$605K Buy
2,198
+579
+36% +$162K 0.01% 615
2025
Q3 		$467K Sell
1,619
-495
-23% -$146K 0.01% 669
2025
Q2 		$699K Sell
2,114
-1,724
-45% -$556K 0.02% 619
2025
Q1 		$1.26M Buy
3,838
+2,548
+198% +$768K 0.02% 603
2024
Q4 		$356K Sell
1,290
-14
-1% -$4.46K 0.01% 665
2024
Q3 		$452K Buy
1,304
+484
+59% +$167K 0.02% 582
2024
Q2 		$271K Buy
820
+42
+5% +$14.5K 0.01% 626
2024
Q1 		$283K Sell
778
-22
-3% -$7.24K 0.01% 617
2023
Q4 		$240K Buy
800
+3
+0.4% +$877 0.01% 637
2023
Q3 		$228K Sell
797
-11
-1% -$3.14K 0.01% 652
2023
Q2 		$227K Buy
808
+154
+24% +$40.1K 0.01% 653
2023
Q1 		$167K Sell
654
-137
-17% -$39.9K 0.01% 695
2022
Q4 		$262K Buy
791
+10
+1% +$3.16K 0.02% 569
2022
Q3 		$216K Sell
781
-2,262
-74% -$637K 0.01% 579
2022
Q2 		$815K Sell
3,043
-23
-0.8% -$5.93K 0.04% 376
2022
Q1 		$734K Buy
3,066
+158
+5% +$37K 0.03% 443
2021
Q4 		$667K Sell
2,908
-25
-0.9% -$5.31K 0.03% 496
2021
Q3 		$594K Sell
2,933
-238
-8% -$51.8K 0.02% 528
2021
Q2 		$754K Sell
3,171
-2
-0.1% -$500 0.03% 450
2021
Q1 		$790K Buy
3,173
+27
+0.9% +$6.02K 0.02% 499
2020
Q4 		$765K Sell
3,146
-757
-19% -$148K 0.03% 428
2020
Q3 		$634K Buy
3,903
+488
+14% +$85.9K 0.03% 382
2020
Q2 		$631K Buy
3,415
+112
+3% +$21.2K 0.04% 368
2020
Q1 		$532K Buy
3,303
+1,383
+72% +$268K 0.04% 366
2019
Q4 		$391K Sell
1,920
-45
-2% -$8.25K 0.02% 494
2019
Q3 		$293K Sell
1,965
-104
-5% -$16.9K 0.02% 531
2019
Q2 		$325K Sell
2,069
-201
-9% -$31.5K 0.02% 521
2019
Q1 		$365K Buy
2,270
+180
+9% +$32.9K 0.02% 483
2018
Q4 		$398K Buy
+2,090
New +$436K 0.03% 424

Other funds holding CI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geneos Wealth Management's CI Position: Q1 2026 in Review

Geneos Wealth Management reduced its Cigna (CI) stake by 0.73% in Q1 2026, selling an estimated $4.43K and leaving 2,182 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #644.

Geneos Wealth Management first reported a position in CI in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.26M in Q1 2025. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Geneos Wealth Management held 2,182 shares of Cigna worth $582K as of Q1 2026.
  • Geneos Wealth Management sold 16 Cigna shares in Q1 2026, an estimated $4.43K.
  • Cigna made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #644 holding.
  • Geneos Wealth Management first reported a position in Cigna in Q4 2018 and has held it in 30 quarters since.
  • Geneos Wealth Management's Cigna position peaked at $1.26M in Q1 2025.
  • 1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.