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Financial Gravity Companies’s CION Investment CION Stock Holding History

Financial Gravity Companies’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 		$491K Buy
+78,833
New +$551K 0.08% 110
2025
Q2 		$934K Buy
+97,634
New +$928K 0.18% 78
2024
Q4 		$1.11M Buy
97,281
+81,048
+499% +$946K 0.25% 75
2024
Q3 		$193K Buy
+16,233
New +$196K 0.05% 93

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Financial Gravity Companies's CION Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in CION Investment (CION) in Q2 2026: 78,833 shares worth $491K. The stake represents 0.08% of the portfolio and ranks #110 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CION as recently as Q2 2025.

Financial Gravity Companies first reported a position in CION in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.11M in Q4 2024. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Financial Gravity Companies held 78,833 shares of CION Investment worth $491K as of Q2 2026.
  • CION Investment was a new Financial Gravity Companies position in Q2 2026.
  • CION Investment made up 0.08% of Financial Gravity Companies's portfolio in Q2 2026, its #110 holding.
  • Financial Gravity Companies first reported a position in CION Investment in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's CION Investment position peaked at $1.11M in Q4 2024.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.