Golden State Wealth Management’s Cigna CI Stock Holding History

Golden State 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 Q2	$69.1K	Buy	250 +103	+70%	+$29.1K	0.01%	653
2026 Q1	$39.3K	Sell	147 -8	-5%	-$2.21K	﹤0.01%	742
2025 Q4	$42.8K	Sell	155 -19	-11%	-$5.33K	﹤0.01%	729
2025 Q3	$50.4K	Sell	174 -33	-16%	-$9.76K	0.01%	676
2025 Q2	$68.7K	Sell	207 -90	-30%	-$29K	0.01%	573
2025 Q1	$98K	Buy	297 +17	+6%	+$5.12K	0.01%	446
2024 Q4	$77.6K	Buy	+280	New	+$89.3K	0.01%	481
2020 Q2	–	Sell	-51	Closed	-$9K	–	303
2020 Q1	$9K	Buy	+51	New	+$9.89K	﹤0.01%	637
2019 Q4	–	Sell	-51	Closed	-$8K	–	195
2019 Q3	$8K	Hold	51	–	–	﹤0.01%	778
2019 Q2	$8K	Sell	51 -9	-15%	-$1.41K	﹤0.01%	781
2019 Q1	$10K	Buy	+60	New	+$11K	﹤0.01%	772

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

Golden State Wealth Management's CI Position: Q2 2026 in Review

Golden State Wealth Management increased its Cigna (CI) stake by 70% in Q2 2026, buying an estimated $29.1K and bringing the position to 250 shares worth $69.1K. The position accounts for 0.01% of the portfolio, ranked #653.

Golden State Wealth Management first reported a position in CI in Q1 2019 and has held it in 11 quarters since. The position peaked at $98K in Q1 2025. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Golden State Wealth Management held 250 shares of Cigna worth $69.1K as of Q2 2026.
Golden State Wealth Management bought 103 Cigna shares in Q2 2026, an estimated $29.1K.
Cigna made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #653 holding.
Golden State Wealth Management first reported a position in Cigna in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Cigna position peaked at $98K in Q1 2025.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.