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Essential Investment Partners’s CION Investment CION Stock Holding History

Essential Investment 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
2026
Q2 		$52.2K Hold
8,380
– – 0.04% 153
2026
Q1 		$57.3K Buy
8,380
+500
+6% +$4.2K 0.05% 138
2025
Q4 		$76.2K Buy
+7,880
New +$76K 0.07% 117

Other funds holding CION

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Essential Investment Partners's CION Position: Q2 2026 in Review

Essential Investment Partners held its CION Investment (CION) position steady in Q2 2026 at 8,380 shares worth $52.2K. The position accounts for 0.04% of the portfolio, ranked #153.

Essential Investment Partners first reported a position in CION in Q4 2025 and has held it in 3 quarters since. The position peaked at $76.2K in Q4 2025. 19 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Essential Investment Partners held 8,380 shares of CION Investment worth $52.2K as of Q2 2026.
  • Essential Investment Partners left its CION Investment share count unchanged in Q2 2026.
  • CION Investment made up 0.04% of Essential Investment Partners's portfolio in Q2 2026, its #153 holding.
  • Essential Investment Partners first reported a position in CION Investment in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's CION Investment position peaked at $76.2K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.