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Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

CI holding history

Cigna Group in every 13F filed by Marks Group Wealth Management, Inc, 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)
14,566
Value
$4.02M
% of portfolio
0.3%
Quarters held
18
Since Q1 2022
Holdings of CI by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,566$4.02M0.3%−8,969−38.1%ReducedHolders
Q1 202623,535$6.28M0.6%+9,873+72.3%AddedHolders
Q4 202513,662$3.76M0.4%−12,826−48.4%ReducedHolders
Q3 202526,488$7.64M0.7%−511−1.9%ReducedHolders
Q2 202526,999$8.93M0.8%−165−0.6%ReducedHolders
Q1 202527,164$8.94M0.9%+5,141+23.3%AddedHolders
Q4 202422,023$6.08M0.6%−1,990−8.3%ReducedHolders
Q3 202424,013$8.32M0.8%+23,376+3,669.7%AddedHolders
Q2 2024637$210.6K<0.1%−200−23.9%ReducedHolders
Q1 2024837$304.0K<0.1%−31−3.6%ReducedHolders
Q4 2023868$259.9K<0.1%+13+1.5%AddedHolders
Q3 2023855$244.6K<0.1%00.0%UnchangedHolders
Q2 2023855$239.9K<0.1%00.0%UnchangedHolders
Q1 2023855$218.5K<0.1%00.0%UnchangedHolders
Q4 2022855$283.3K<0.1%00.0%UnchangedHolders
Q3 2022855$238.0K<0.1%00.0%UnchangedHolders
Q2 2022855$225.0K<0.1%00.0%UnchangedHolders
Q1 2022855$205.0K<0.1%+855NewHolders