Financial Life Planners CI THE CIGNA GROUP

Ownership history in Financial Life Planners  ·  6 quarters on record

AI Ownership Summary

Financial Life Planners reported THE CIGNA GROUP (CI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.28% in 2025 Q1. The latest visible filing shows CI at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Life Planners's position in THE CIGNA GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CI was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Life Planners held CI — position size vs. price
% of Fund (quarterly)    CI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 896 +5 +0.6% 0.18% $239K 2026-04-24 $275.64
2025 Q4 ADDED 891 +5 +0.6% 0.18% $245K 2026-01-29 $269.78
2025 Q3 ADDED 886 +4 +0.5% 0.17% $255K 2025-11-13 $267.90
2025 Q2 ADDED 882 +5 +0.6% 0.24% $291K 2025-08-08 $270.50
2025 Q1 REDUCED 877 -9 -1.0% 0.28% $289K 2025-04-23 $329.71
2024 Q4 INITIATED 886 0.21% $245K 2025-01-24 $286.15

FAQ About Financial Life Planners and CI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Life Planners reported owning CI?

Financial Life Planners reported CI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CI position in Financial Life Planners's portfolio?

The largest reported portfolio weight for CI was 0.28% in 2025 Q1.

What is the latest reported CI position on this page?

The most recent filing on this page is 2026 Q1, when Financial Life Planners reported 896 shares, equal to 0.18% of portfolio, with an estimated market value of $239K.

What does the chart on this CI ownership page compare?

The chart compares Financial Life Planners's quarterly CI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Life Planners time their CI position?

Based on 13F filing dates vs. subsequent CI price moves, Financial Life Planners correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on CI relative to SPY over the holding period was -16.8%.

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