GoalVest Advisory’s Cigna CI Stock Holding History

GoalVest Advisory’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 Q3	$7.88K	Buy	29 +10	+53%	+$2.82K	﹤0.01%	483
2026 Q2	$5.24K	Buy	19 +13	+217%	+$3.67K	﹤0.01%	377
2026 Q1	$1.6K	Hold	6	–	–	﹤0.01%	429
2025 Q4	$1.65K	Hold	6	–	–	﹤0.01%	496
2025 Q3	$1.73K	Hold	6	–	–	﹤0.01%	386
2025 Q2	$1.98K	Sell	6 -3	-33%	-$967	﹤0.01%	340
2025 Q1	$2.96K	Buy	9 +3	+50%	+$904	﹤0.01%	305
2024 Q4	$1.66K	Hold	6	–	–	﹤0.01%	347
2024 Q3	$2.08K	Hold	6	–	–	﹤0.01%	354
2024 Q2	$1.98K	Hold	6	–	–	﹤0.01%	296
2024 Q1	$2.18K	Hold	6	–	–	﹤0.01%	367
2023 Q4	$1.8K	Hold	6	–	–	﹤0.01%	337
2023 Q3	$1.72K	Hold	6	–	–	﹤0.01%	432
2023 Q2	$1.68K	Hold	6	–	–	﹤0.01%	352
2023 Q1	$1.53K	Hold	6	–	–	﹤0.01%	227
2022 Q4	$1.99K	Hold	6	–	–	﹤0.01%	216
2022 Q3	$2K	Hold	6	–	–	﹤0.01%	224
2022 Q2	$2K	Hold	6	–	–	﹤0.01%	280
2022 Q1	$1K	Buy	+6	New	+$1.41K	﹤0.01%	319

Other funds holding CI

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

LJHT

Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

GoalVest Advisory's CI Position: Q3 2026 in Review

GoalVest Advisory increased its Cigna (CI) stake by 53% in Q3 2026, buying an estimated $2.82K and bringing the position to 29 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

GoalVest Advisory first reported a position in CI in Q1 2022 and has held it in 19 quarters since. 66 funds tracked by Wall St. Rank hold CI as of Q3 2026.

GoalVest Advisory held 29 shares of Cigna worth $7.88K as of Q3 2026.
GoalVest Advisory bought 10 Cigna shares in Q3 2026, an estimated $2.82K.
Cigna made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #483 holding.
GoalVest Advisory first reported a position in Cigna in Q1 2022 and has held it in 19 quarters since.
66 funds tracked by Wall St. Rank held Cigna as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.