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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

GoalVest Advisory's CI Position: Q2 2026 in Review

GoalVest Advisory increased its Cigna (CI) stake by 217% in Q2 2026, buying an estimated $3.67K and bringing the position to 19 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

GoalVest Advisory first reported a position in CI in Q1 2022 and has held it in 18 quarters since. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

GoalVest Advisory held 19 shares of Cigna worth $5.24K as of Q2 2026.
GoalVest Advisory bought 13 Cigna shares in Q2 2026, an estimated $3.67K.
Cigna made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #377 holding.
GoalVest Advisory first reported a position in Cigna in Q1 2022 and has held it in 18 quarters since.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.