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Summit Wealth Group (Colorado)’s Cigna CI Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-1,519
Closed -$435K – 334
2025
Q3 		$435K Buy
+1,519
New +$449K 0.05% 286

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CI Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Cigna (CI) in Q4 2025, closing a stake of 1,519 shares — an estimated $435K sold.

Summit Wealth Group (Colorado) first reported a position in CI in Q3 2025 and held it in 1 quarter. The position peaked at $435K in Q3 2025. 1,659 funds tracked by Wall St. Rank hold CI as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Cigna position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,519 Cigna shares in Q4 2025, an estimated $435K.
  • Summit Wealth Group (Colorado) first reported a position in Cigna in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Cigna position peaked at $435K in Q3 2025.
  • 1,659 funds tracked by Wall St. Rank held Cigna as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.