Leo Wealth LLC’s Cigna CI Stock Holding History

Leo Wealth LLC’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
2025 Q3	–	Sell	-690	Closed	-$228K	–	310
2025 Q2	$228K	Buy	+690	New	+$222K	0.02%	356
2025 Q1	–	Sell	-750	Closed	-$207K	–	291
2024 Q4	$207K	Sell	750 -31	-4%	-$9.88K	0.02%	340
2024 Q3	$270K	Buy	781 +28	+4%	+$9.64K	0.02%	293
2024 Q2	$249K	Sell	753 -1,883	-71%	-$649K	0.03%	298
2024 Q1	$957K	Buy	2,636 +563	+27%	+$185K	0.1%	154
2023 Q4	$625K	Buy	+2,073	New	+$606K	0.06%	180

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Leo Wealth LLC's CI Position: Q3 2025 in Review

Leo Wealth LLC sold out of Cigna (CI) in Q3 2025, closing a stake of 690 shares — an estimated $228K sold.

Leo Wealth LLC first reported a position in CI in Q4 2023 and held it in 6 quarters. The position peaked at $957K in Q1 2024. 1,618 funds tracked by Wall St. Rank hold CI as of Q3 2025.

Leo Wealth LLC reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
Leo Wealth LLC sold 690 Cigna shares in Q3 2025, an estimated $228K.
Leo Wealth LLC first reported a position in Cigna in Q4 2023 and held it in 6 quarters.
Leo Wealth LLC's Cigna position peaked at $957K in Q1 2024.
1,618 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on Leo Wealth LLC's 13F filing for Q3 2025, filed 14 Nov 2025.