SWM
CION icon

Spire Wealth Management’s CION Investment CION Stock Holding History

Spire 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
Q2 		$23.8K Hold
3,821
– – ﹤0.01% 1394
2026
Q1 		$26.1K Hold
3,821
– – ﹤0.01% 1339
2025
Q4 		$36.9K Hold
3,821
– – ﹤0.01% 1271
2025
Q3 		$36.2K Sell
3,821
-110
-3% -$1.11K ﹤0.01% 1335
2025
Q2 		$37.6K Sell
3,931
-12,327
-76% -$117K ﹤0.01% 1303
2025
Q1 		$168K Hold
16,258
– – 0.01% 867
2024
Q4 		$185K Hold
16,258
– – 0.01% 843
2024
Q3 		$193K Hold
16,258
– – 0.01% 733
2024
Q2 		$197K Buy
16,258
+353
+2% +$4.17K 0.01% 722
2024
Q1 		$175K Buy
15,905
+358
+2% +$3.95K ﹤0.01% 807
2023
Q4 		$172K Buy
15,547
+336
+2% +$3.57K 0.01% 802
2023
Q3 		$161K Hold
15,211
– – 0.01% 779
2023
Q2 		$158K Buy
15,211
+350
+2% +$3.45K 0.01% 800
2023
Q1 		$147K Buy
14,861
+366
+3% +$3.83K 0.01% 829
2022
Q4 		$141K Buy
14,495
+4,867
+51% +$47.3K 0.01% 637
2022
Q3 		$82K Sell
9,628
-29,076
-75% -$273K 0.01% 773
2022
Q2 		$337K Buy
+38,704
New +$416K 0.01% 596

Other funds holding CION

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM

Spire Wealth Management's CION Position: Q2 2026 in Review

Spire Wealth Management held its CION Investment (CION) position steady in Q2 2026 at 3,821 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Spire Wealth Management first reported a position in CION in Q2 2022 and has held it in 17 quarters since. The position peaked at $337K in Q2 2022. 14 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Spire Wealth Management held 3,821 shares of CION Investment worth $23.8K as of Q2 2026.
  • Spire Wealth Management left its CION Investment share count unchanged in Q2 2026.
  • CION Investment made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1394 holding.
  • Spire Wealth Management first reported a position in CION Investment in Q2 2022 and has held it in 17 quarters since.
  • Spire Wealth Management's CION Investment position peaked at $337K in Q2 2022.
  • 14 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.