FGAM
CION icon

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
-24,845
-60% -$293K 0.05% 127
2024
Q1 		$460K Sell
41,078
-455,822
-92% -$5.02M 0.06% 113
2023
Q4 		$1.82M Buy
496,900
+24,845
+5% +$264K 0.02% 240
2023
Q3 		$1.53M Buy
472,055
+447,210
+1,800% +$4.84M 0.02% 257
2023
Q2 		$258 Hold
24,845
– – ﹤0.01% 1100
2023
Q1 		$245 Buy
+24,845
New +$260K 0.01% 586
2022
Q3 		– Sell
-16,561
Closed -$143 – 851
2022
Q2 		$143 Buy
+16,561
New +$178K ﹤0.01% 568

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