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Livermore
Livermore
ZHEN

Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

CI holding history

Cigna Group in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CI overviewAll 13F holders of CIFull Q2 2026 holdings

Shares (Q2 2026)
874
Value
$240.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CI by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026874$240.9K<0.1%−96−9.9%ReducedHolders
Q1 2026970$258.7K<0.1%00.0%UnchangedHolders
Q4 2025970$267.0K<0.1%+42+4.5%AddedHolders
Q3 2025928$267.5K<0.1%−78−7.8%ReducedHolders
Q2 20251,006$332.6K<0.1%−108−9.7%ReducedHolders
Q1 20251,114$366.5K<0.1%−1,904−63.1%ReducedHolders
Q4 20243,018$833.4K0.1%−8,322−73.4%ReducedHolders
Q3 202411,340$3.93M0.4%+1,318+13.2%AddedHolders
Q2 202410,022$3.31M0.3%+55+0.6%AddedHolders
Q1 20249,967$3.62M0.4%+414+4.3%AddedHolders
Q4 20239,553$2.86M0.3%−156−1.6%ReducedHolders
Q3 20239,709$2.78M0.4%+374+4.0%AddedHolders
Q2 20239,335$2.62M0.3%+901+10.7%AddedHolders
Q1 20238,434$2.16M0.3%−47−0.6%ReducedHolders
Q4 20228,481$2.81M0.4%+6,306+289.9%AddedHolders
Q3 20222,175$603.0K0.1%−6−0.3%ReducedHolders
Q2 20222,181$575.0K0.1%+12+0.6%AddedHolders
Q1 20222,169$520.0K0.1%+1,149+112.6%AddedHolders
Q4 20211,020$234.0K<0.1%00.0%UnchangedHolders
Q3 20211,020$204.0K<0.1%−9−0.9%ReducedHolders
Q2 20211,029$244.0K<0.1%+105+11.4%AddedHolders
Q1 2021924$223.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.