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Leigh Baldwin & Co’s CION Investment CION Stock Holding History

Leigh Baldwin & Co’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 		– Sell
-14,334
Closed -$136K – 168
2025
Q3 		$136K Buy
+14,334
New +$145K 0.08% 196
2025
Q2 		– Sell
-13,259
Closed -$137K – 184
2025
Q1 		$137K Buy
+13,259
New +$154K 0.11% 166

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

Leigh Baldwin & Co's CION Position: Q4 2025 in Review

Leigh Baldwin & Co sold out of CION Investment (CION) in Q4 2025, closing a stake of 14,334 shares — an estimated $136K sold.

Leigh Baldwin & Co first reported a position in CION in Q1 2025 and held it in 2 quarters. The position peaked at $137K in Q1 2025. 165 funds tracked by Wall St. Rank hold CION as of Q4 2025.

  • Leigh Baldwin & Co reported no remaining CION Investment position as of Q4 2025 after selling out during the quarter.
  • Leigh Baldwin & Co sold 14,334 CION Investment shares in Q4 2025, an estimated $136K.
  • Leigh Baldwin & Co first reported a position in CION Investment in Q1 2025 and held it in 2 quarters.
  • Leigh Baldwin & Co's CION Investment position peaked at $137K in Q1 2025.
  • 165 funds tracked by Wall St. Rank held CION Investment as of Q4 2025.

Based on Leigh Baldwin & Co's 13F filing for Q4 2025, filed 12 Feb 2026.