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Daymark Wealth Partners’s CION Investment CION Stock Holding History

Daymark Wealth Partners’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
2025
Q3 		– Sell
-10,283
Closed -$98.4K – 605
2025
Q2 		$98.4K Buy
+10,283
New +$97.8K ﹤0.01% 556

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Daymark Wealth Partners's CION Position: Q3 2025 in Review

Daymark Wealth Partners sold out of CION Investment (CION) in Q3 2025, closing a stake of 10,283 shares — an estimated $98.4K sold.

Daymark Wealth Partners first reported a position in CION in Q2 2025 and held it in 1 quarter. The position peaked at $98.4K in Q2 2025. 154 funds tracked by Wall St. Rank hold CION as of Q3 2025.

  • Daymark Wealth Partners reported no remaining CION Investment position as of Q3 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 10,283 CION Investment shares in Q3 2025, an estimated $98.4K.
  • Daymark Wealth Partners first reported a position in CION Investment in Q2 2025 and held it in 1 quarter.
  • Daymark Wealth Partners's CION Investment position peaked at $98.4K in Q2 2025.
  • 154 funds tracked by Wall St. Rank held CION Investment as of Q3 2025.

Based on Daymark Wealth Partners's 13F filing for Q3 2025, filed 22 Oct 2025.