Global Retirement Partners’s CION Investment CION Stock Holding History

Global Retirement 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	$87.2K	Buy	+14,001	New	+$97.9K	﹤0.01%	2154
2025 Q4	$133K	Buy	13,791 +191	+1%	+$1.84K	﹤0.01%	1723
2025 Q3	$129K	Buy	13,600 +190	+1%	+$1.92K	﹤0.01%	1398
2025 Q2	$128K	Buy	+13,410	New	+$127K	﹤0.01%	1306
2024 Q4	$148K	Buy	12,998 +141	+1%	+$1.65K	﹤0.01%	1085
2024 Q3	$153K	Buy	12,857 +153	+1%	+$1.85K	﹤0.01%	1030
2024 Q2	$154K	Buy	12,704 +129	+1%	+$1.52K	﹤0.01%	1000
2024 Q1	$138K	Buy	12,575 +238	+2%	+$2.62K	0.01%	938
2023 Q4	$136K	Sell	12,337 -5,459	-31%	-$58K	0.01%	900
2023 Q3	$180K	Buy	17,796 +16,266	+1,063%	+$176K	0.01%	707
2023 Q2	$15.9K	Hold	1,530	–	–	﹤0.01%	1770
2023 Q1	$14.2K	Buy	1,530 +717	+88%	+$7.51K	﹤0.01%	1788
2022 Q4	$7.93K	Hold	813	–	–	﹤0.01%	1867
2022 Q3	$8K	Buy	813 +271	+50%	+$2.54K	﹤0.01%	1755
2022 Q2	$5K	Hold	542	–	–	﹤0.01%	1868
2022 Q1	$6K	Buy	+542	New	+$7.01K	﹤0.01%	1815

Other funds holding CION

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

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

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

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

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

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

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Global Retirement Partners's CION Position: Q2 2026 in Review

Global Retirement Partners opened a new position in CION Investment (CION) in Q2 2026: 14,001 shares worth $87.2K. The stake represents ﹤0.01% of the portfolio and ranks #2154 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CION as recently as Q4 2025.

Global Retirement Partners first reported a position in CION in Q1 2022 and has held it in 16 quarters since. The position peaked at $180K in Q3 2023. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

Global Retirement Partners held 14,001 shares of CION Investment worth $87.2K as of Q2 2026.
CION Investment was a new Global Retirement Partners position in Q2 2026.
CION Investment made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2154 holding.
Global Retirement Partners first reported a position in CION Investment in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's CION Investment position peaked at $180K in Q3 2023.
138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.