Financial Gravity Asset Management’s CION Investment CION Stock Holding History

Financial Gravity 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 Q1	$587K	Buy	85,834 +61,785	+257%	+$519K	0.1%	94
2025 Q4	$233K	Hold	24,049	–	–	0.04%	120
2025 Q3	$228K	Buy	+24,049	New	+$243K	0.05%	137
2025 Q1	$1.01M	Buy	+97,281	New	+$1.13M	0.22%	77
2024 Q2	$197K	Sell	16,233 -8,612	-35%	-$102K	0.05%	127
2024 Q1	$281K	Hold	24,845	–	–	0.08%	104
2023 Q4	$281K	Buy	+24,845	New	+$264K	0.08%	103

Other funds holding CION

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Financial Gravity Asset Management's CION Position: Q1 2026 in Review

Financial Gravity Asset Management increased its CION Investment (CION) stake by 257% in Q1 2026, buying an estimated $519K and bringing the position to 85,834 shares worth $587K. The position accounts for 0.1% of the portfolio, ranked #94.

Financial Gravity Asset Management first reported a position in CION in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.01M in Q1 2025. 161 funds tracked by Wall St. Rank hold CION as of Q1 2026.

Financial Gravity Asset Management held 85,834 shares of CION Investment worth $587K as of Q1 2026.
Financial Gravity Asset Management bought 61,785 CION Investment shares in Q1 2026, an estimated $519K.
CION Investment made up 0.1% of Financial Gravity Asset Management's portfolio in Q1 2026, its #94 holding.
Financial Gravity Asset Management first reported a position in CION Investment in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's CION Investment position peaked at $1.01M in Q1 2025.
161 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.