Groesbeck Investment Management’s Cigna CI Stock Holding History

Groesbeck Investment 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	$1.05M	Sell	3,820 -32	-0.8%	-$9.04K	1.68%	15
2026 Q1	$1.03M	Buy	3,852 +797	+26%	+$221K	2%	15
2025 Q4	$841K	Sell	3,055 -396	-11%	-$111K	1.59%	19
2025 Q3	$995K	Sell	3,451 -980	-22%	-$290K	1.94%	17
2025 Q2	$1.47M	Buy	4,431 +1,041	+31%	+$336K	2.57%	13
2025 Q1	$1.11M	Hold	3,390	–	–	1.56%	21
2024 Q4	$936K	Hold	3,390	–	–	1.22%	24
2024 Q3	$1.17M	Sell	3,390 -300	-8%	-$103K	1.72%	18
2024 Q2	$1.22M	Hold	3,690	–	–	1.69%	17
2024 Q1	$1.34M	Buy	3,690 +12	+0.3%	+$3.95K	1.43%	19
2023 Q4	$1.1M	Hold	3,678	–	–	1.52%	21
2023 Q3	$1.05M	Hold	3,678	–	–	1.59%	17
2023 Q2	$1.03M	Hold	3,678	–	–	1.57%	21
2023 Q1	$940K	Hold	3,678	–	–	1.41%	22
2022 Q4	$1.22M	Hold	3,678	–	–	2.04%	15
2022 Q3	$969K	Hold	3,678	–	–	1.6%	16
2022 Q2	$969K	Hold	3,678	–	–	1.6%	16
2022 Q1	$881K	Hold	3,678	–	–	0.99%	33
2021 Q4	$845K	Buy	3,678 +136	+4%	+$28.9K	1.07%	29
2021 Q3	$709K	Hold	3,542	–	–	0.82%	39
2021 Q2	$840K	Hold	3,542	–	–	1.07%	34
2021 Q1	$856K	Hold	3,542	–	–	1.23%	26
2020 Q4	$737K	Hold	3,542	–	–	1.21%	27
2020 Q3	$600K	Hold	3,542	–	–	1.12%	34
2020 Q2	$665K	Hold	3,542	–	–	1.32%	27
2020 Q1	$628K	Hold	3,542	–	–	1.69%	14
2019 Q4	$724K	Sell	3,542 -348	-9%	-$63.8K	0.53%	53
2019 Q3	$590K	Buy	3,890 +160	+4%	+$26K	0.44%	63
2019 Q2	$588K	Buy	3,730 +598	+19%	+$93.7K	0.48%	61
2019 Q1	$504K	Buy	3,132 +305	+11%	+$55.7K	0.38%	67
2018 Q4	$537K	Buy	+2,827	New	+$590K	0.46%	57

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

Groesbeck Investment Management's CI Position: Q2 2026 in Review

Groesbeck Investment Management reduced its Cigna (CI) stake by 0.83% in Q2 2026, selling an estimated $9.04K and leaving 3,820 shares worth $1.05M. The position accounts for 1.68% of the portfolio, ranked #15.

Groesbeck Investment Management first reported a position in CI in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.47M in Q2 2025. 428 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Groesbeck Investment Management held 3,820 shares of Cigna worth $1.05M as of Q2 2026.
Groesbeck Investment Management sold 32 Cigna shares in Q2 2026, an estimated $9.04K.
Cigna made up 1.68% of Groesbeck Investment Management's portfolio in Q2 2026, its #15 holding.
Groesbeck Investment Management first reported a position in Cigna in Q4 2018 and has held it in 31 quarters since.
Groesbeck Investment Management's Cigna position peaked at $1.47M in Q2 2025.
428 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.