JRPIM
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Journey Retirement Planning & Investment Management’s Cigna CI Stock Holding History

Journey Retirement Planning & 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
Q3 		$356K Buy
1,309
+406
+45% +$114K 0.26% 111
2026
Q2 		$249K Buy
903
+124
+16% +$35K 0.19% 128
2026
Q1 		$208K Sell
779
-1,641
-68% -$454K 0.18% 131
2025
Q4 		$666K Buy
+2,420
New +$678K 0.14% 131

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
CI
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
GI
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

Journey Retirement Planning & Investment Management's CI Position: Q3 2026 in Review

Journey Retirement Planning & Investment Management increased its Cigna (CI) stake by 45% in Q3 2026, buying an estimated $114K and bringing the position to 1,309 shares worth $356K. The position accounts for 0.26% of the portfolio, ranked #111.

Journey Retirement Planning & Investment Management first reported a position in CI in Q4 2025 and has held it in 4 quarters since. The position peaked at $666K in Q4 2025. 66 funds tracked by Wall St. Rank hold CI as of Q3 2026.

  • Journey Retirement Planning & Investment Management held 1,309 shares of Cigna worth $356K as of Q3 2026.
  • Journey Retirement Planning & Investment Management bought 406 Cigna shares in Q3 2026, an estimated $114K.
  • Cigna made up 0.26% of Journey Retirement Planning & Investment Management's portfolio in Q3 2026, its #111 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Cigna in Q4 2025 and has held it in 4 quarters since.
  • Journey Retirement Planning & Investment Management's Cigna position peaked at $666K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Cigna as of Q3 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.