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GPS Wealth Strategies Group’s CION Investment CION Stock Holding History

GPS Wealth Strategies Group’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 		$65K Sell
6,720
-7,215
-52% -$69.5K 0.06% 191
2025
Q3 		$132K Sell
13,935
-1,544
-10% -$15.6K 0.01% 429
2025
Q2 		$148K Buy
15,479
+129
+0.8% +$1.23K 0.02% 376
2025
Q1 		$159K Sell
15,350
-4,834
-24% -$56.1K 0.02% 350
2024
Q4 		$230K Sell
20,184
-1,000
-5% -$11.7K 0.03% 271
2024
Q3 		$252K Sell
21,184
-16,709
-44% -$202K 0.03% 263
2024
Q2 		$459K Buy
37,893
+1,901
+5% +$22.5K 0.07% 171
2024
Q1 		$396K Sell
35,992
-2,341
-6% -$25.8K 0.06% 179
2023
Q4 		$434K Sell
38,333
-7,491
-16% -$79.6K 0.08% 161
2023
Q3 		$484K Sell
45,824
-15,192
-25% -$164K 0.09% 147
2023
Q2 		$633K Buy
61,016
+40
+0.1% +$394 0.12% 131
2023
Q1 		$602K Buy
60,976
+71
+0.1% +$744 0.12% 127
2022
Q4 		$594K Sell
60,905
-5,856
-9% -$56.9K 0.18% 78
2022
Q3 		$567K Buy
66,761
+24,450
+58% +$230K 0.14% 112
2022
Q2 		$368K Buy
+42,311
New +$455K 0.09% 151
2022
Q1 		– Sell
-24,176
Closed -$316K – 1052
2021
Q4 		$316K Buy
+24,176
New +$312K 0.07% 163

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GPS Wealth Strategies Group's CION Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its CION Investment (CION) stake by 52% in Q4 2025, selling an estimated $69.5K and leaving 6,720 shares worth $65K. The position accounts for 0.06% of the portfolio, ranked #191.

GPS Wealth Strategies Group first reported a position in CION in Q4 2021 and has held it in 16 quarters since. The position peaked at $633K in Q2 2023. 165 funds tracked by Wall St. Rank hold CION as of Q4 2025.

  • GPS Wealth Strategies Group held 6,720 shares of CION Investment worth $65K as of Q4 2025.
  • GPS Wealth Strategies Group sold 7,215 CION Investment shares in Q4 2025, an estimated $69.5K.
  • CION Investment made up 0.06% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #191 holding.
  • GPS Wealth Strategies Group first reported a position in CION Investment in Q4 2021 and has held it in 16 quarters since.
  • GPS Wealth Strategies Group's CION Investment position peaked at $633K in Q2 2023.
  • 165 funds tracked by Wall St. Rank held CION Investment as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.