Golden State Wealth Management’s CION Investment CION Stock Holding History

Golden State Wealth 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	$134K	Buy	19,638 +326	+2%	+$2.74K	0.01%	448
2025 Q4	$187K	Sell	19,312 -907	-4%	-$8.74K	0.02%	402
2025 Q3	$192K	Buy	20,219 +1,363	+7%	+$13.8K	0.02%	388
2025 Q2	$180K	Buy	18,856 +8,825	+88%	+$83.9K	0.02%	374
2025 Q1	$104K	Buy	10,031 +1,597	+19%	+$18.5K	0.02%	432
2024 Q4	$96.2K	Buy	+8,434	New	+$98.4K	0.01%	438

Other funds holding CION

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Golden State Wealth Management's CION Position: Q1 2026 in Review

Golden State Wealth Management increased its CION Investment (CION) stake by 1.7% in Q1 2026, buying an estimated $2.74K and bringing the position to 19,638 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #448.

Golden State Wealth Management first reported a position in CION in Q4 2024 and has held it in 6 quarters since. The position peaked at $192K in Q3 2025. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

Golden State Wealth Management held 19,638 shares of CION Investment worth $134K as of Q1 2026.
Golden State Wealth Management bought 326 CION Investment shares in Q1 2026, an estimated $2.74K.
CION Investment made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #448 holding.
Golden State Wealth Management first reported a position in CION Investment in Q4 2024 and has held it in 6 quarters since.
Golden State Wealth Management's CION Investment position peaked at $192K in Q3 2025.
159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.