Belpointe Asset Management
CION icon

Belpointe Asset Management’s CION Investment CION Stock Holding History

Belpointe Asset Management’s Portfolio CION Stock Details CION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$78.9K Sell
11,233
-2,000
-15% -$13.7K ﹤0.01% 1132
2026
Q2 		$82.4K Sell
13,233
-1,860
-12% -$13K ﹤0.01% 1106
2026
Q1 		$103K Hold
15,093
– – ﹤0.01% 1047
2025
Q4 		$146K Hold
15,093
– – 0.01% 989
2025
Q3 		$143K Sell
15,093
-853
-5% -$8.61K 0.01% 949
2025
Q2 		$153K Buy
15,946
+1,490
+10% +$14.2K 0.01% 895
2025
Q1 		$150K Sell
14,456
-2,000
-12% -$23.2K 0.01% 877
2024
Q4 		$202K Hold
16,456
– – 0.01% 808
2024
Q3 		$196K Sell
16,456
-1,490
-8% -$18K 0.01% 813
2024
Q2 		$218K Sell
17,946
-14,519
-45% -$171K 0.02% 702
2024
Q1 		$357K Sell
32,465
-5,257
-14% -$57.9K 0.03% 529
2023
Q4 		$427K Hold
37,722
– – 0.04% 412
2023
Q3 		$399K Sell
37,722
-42,658
-53% -$462K 0.04% 397
2023
Q2 		$834K Sell
80,380
-43,440
-35% -$428K 0.09% 218
2023
Q1 		$1.22M Sell
123,820
-24,945
-17% -$261K 0.07% 292
2022
Q4 		$1.45M Buy
148,765
+12,804
+9% +$124K 0.09% 234
2022
Q3 		$1.16M Buy
135,961
+25,038
+23% +$235K 0.08% 256
2022
Q2 		$965K Buy
110,923
+86,881
+361% +$933K 0.06% 303
2022
Q1 		$356K Buy
24,042
+12,025
+100% +$156K 0.02% 656
2021
Q4 		$157K Buy
+12,017
New +$155K 0.01% 993

Other funds holding CION

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Callodine Capital Management
Callodine Capital Management Boston, Massachusetts $1.59B AUM 12.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

Belpointe Asset Management's CION Position: Q3 2026 in Review

Belpointe Asset Management reduced its CION Investment (CION) stake by 15% in Q3 2026, selling an estimated $13.7K and leaving 11,233 shares worth $78.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Belpointe Asset Management first reported a position in CION in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.45M in Q4 2022. 123 funds tracked by Wall St. Rank hold CION as of Q3 2026.

  • Belpointe Asset Management held 11,233 shares of CION Investment worth $78.9K as of Q3 2026.
  • Belpointe Asset Management sold 2,000 CION Investment shares in Q3 2026, an estimated $13.7K.
  • CION Investment made up ﹤0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #1132 holding.
  • Belpointe Asset Management first reported a position in CION Investment in Q4 2021 and has held it in 20 quarters since.
  • Belpointe Asset Management's CION Investment position peaked at $1.45M in Q4 2022.
  • 123 funds tracked by Wall St. Rank held CION Investment as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.