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
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 $445M AUM 2.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Global Retirement Partners's CION Position: Q4 2025 in Review

Global Retirement Partners increased its CION Investment (CION) stake by 1.4% in Q4 2025, buying an estimated $1.84K and bringing the position to 13,791 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Global Retirement Partners first reported a position in CION in Q1 2022 and has held it in 15 quarters since. The position peaked at $180K in Q3 2023. 165 funds tracked by Wall St. Rank hold CION as of Q4 2025.

Global Retirement Partners held 13,791 shares of CION Investment worth $133K as of Q4 2025.
Global Retirement Partners bought 191 CION Investment shares in Q4 2025, an estimated $1.84K.
CION Investment made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1723 holding.
Global Retirement Partners first reported a position in CION Investment in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's CION Investment position peaked at $180K in Q3 2023.
165 funds tracked by Wall St. Rank held CION Investment as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.