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GWN Securities’s CION Investment CION Stock Holding History

GWN Securities’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
Q1 		– Sell
-10,819
Closed -$124K – 708
2024
Q4 		$124K Buy
+10,819
New +$126K 0.03% 348

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

GWN Securities's CION Position: Q1 2025 in Review

GWN Securities sold out of CION Investment (CION) in Q1 2025, closing a stake of 10,819 shares — an estimated $124K sold.

GWN Securities first reported a position in CION in Q4 2024 and held it in 1 quarter. The position peaked at $124K in Q4 2024. 173 funds tracked by Wall St. Rank hold CION as of Q1 2025.

  • GWN Securities reported no remaining CION Investment position as of Q1 2025 after selling out during the quarter.
  • GWN Securities sold 10,819 CION Investment shares in Q1 2025, an estimated $124K.
  • GWN Securities first reported a position in CION Investment in Q4 2024 and held it in 1 quarter.
  • GWN Securities's CION Investment position peaked at $124K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held CION Investment as of Q1 2025.

Based on GWN Securities's 13F filing for Q1 2025, filed 15 May 2025.