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Dynamic Technology Lab’s CION Investment CION Stock Holding History

Dynamic Technology Lab’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
Q1 		$180K Buy
26,279
+1,492
+6% +$12.5K 0.03% 752
2025
Q4 		$240K Buy
24,787
+7,929
+47% +$76.4K 0.05% 563
2025
Q3 		$160K Buy
+16,858
New +$170K 0.03% 698
2025
Q1 		– Sell
-11,111
Closed -$127K – 1054
2024
Q4 		$127K Buy
+11,111
New +$130K 0.02% 809

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Dynamic Technology Lab's CION Position: Q1 2026 in Review

Dynamic Technology Lab increased its CION Investment (CION) stake by 6% in Q1 2026, buying an estimated $12.5K and bringing the position to 26,279 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #752.

Dynamic Technology Lab first reported a position in CION in Q4 2024 and has held it in 4 quarters since. The position peaked at $240K in Q4 2025. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

  • Dynamic Technology Lab held 26,279 shares of CION Investment worth $180K as of Q1 2026.
  • Dynamic Technology Lab bought 1,492 CION Investment shares in Q1 2026, an estimated $12.5K.
  • CION Investment made up 0.03% of Dynamic Technology Lab's portfolio in Q1 2026, its #752 holding.
  • Dynamic Technology Lab first reported a position in CION Investment in Q4 2024 and has held it in 4 quarters since.
  • Dynamic Technology Lab's CION Investment position peaked at $240K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Dynamic Technology Lab's 13F filing for Q1 2026, filed 15 May 2026.