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Gen-Wealth Partners’s CION Investment CION Stock Holding History

Gen-Wealth 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
Q1 		$65K Hold
9,500
– – 0.02% 372
2025
Q4 		$91.9K Hold
9,500
– – 0.03% 335
2025
Q3 		$90.1K Hold
9,500
– – 0.03% 335
2025
Q2 		$90.9K Sell
9,500
-1,798
-16% -$17.1K 0.04% 293
2025
Q1 		$117K Sell
11,298
-1,390
-11% -$16.1K 0.05% 258
2024
Q4 		$145K Sell
12,688
-1,782
-12% -$20.8K 0.06% 239
2024
Q3 		$170K Sell
14,470
-2,834
-16% -$34.2K 0.07% 228
2024
Q2 		$210K Sell
17,304
-555
-3% -$6.55K 0.1% 199
2024
Q1 		$196K Buy
+17,859
New +$197K 0.1% 203

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LPL Financial
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VanEck Associates
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PAG
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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