Goldman Sachs
CION icon

Goldman Sachs’s CION Investment CION Stock Holding History

Goldman Sachs’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 		$71.9K Buy
+10,508
New +$88.3K ﹤0.01% 6253
2025
Q4 		– Sell
-11,533
Closed -$109K – 6487
2025
Q3 		$109K Buy
+11,533
New +$116K ﹤0.01% 6064
2024
Q4 		– Sell
-35,454
Closed -$422K – 6055
2024
Q3 		$422K Buy
35,454
+14,414
+69% +$174K ﹤0.01% 5145
2024
Q2 		$255K Sell
21,040
-24,307
-54% -$287K ﹤0.01% 5169
2024
Q1 		$499K Sell
45,347
-54,784
-55% -$604K ﹤0.01% 4751
2023
Q4 		$1.13M Buy
100,131
+31,903
+47% +$339K ﹤0.01% 4318
2023
Q3 		$721K Buy
+68,228
New +$739K ﹤0.01% 4462
2023
Q2 		– Sell
-48,098
Closed -$475K – 5785
2023
Q1 		$475K Buy
+48,098
New +$504K ﹤0.01% 4845
2022
Q3 		– Sell
-52,741
Closed -$459K – 6291
2022
Q2 		$459K Sell
52,741
-50,823
-49% -$546K ﹤0.01% 5139
2022
Q1 		$1.53M Buy
+103,564
New +$1.34M ﹤0.01% 4462

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
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
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