Summit Wealth Group (Colorado)
CION icon

Summit Wealth Group (Colorado)’s CION Investment CION Stock Holding History

Summit Wealth Group (Colorado)’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
Q3 		– Sell
-10,541
Closed -$65.7K – 445
2026
Q2 		$65.7K Buy
+10,541
New +$73.7K 0.01% 395

Other funds holding CION

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Endowment Wealth Management
Endowment Wealth Management Appleton, Wisconsin $292M AUM 11.49% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CION Position: Q3 2026 in Review

Summit Wealth Group (Colorado) sold out of CION Investment (CION) in Q3 2026, closing a stake of 10,541 shares — an estimated $65.7K sold.

Summit Wealth Group (Colorado) first reported a position in CION in Q2 2026 and held it in 1 quarter. The position peaked at $65.7K in Q2 2026. 58 funds tracked by Wall St. Rank hold CION as of Q3 2026.

  • Summit Wealth Group (Colorado) reported no remaining CION Investment position as of Q3 2026 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 10,541 CION Investment shares in Q3 2026, an estimated $65.7K.
  • Summit Wealth Group (Colorado) first reported a position in CION Investment in Q2 2026 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s CION Investment position peaked at $65.7K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held CION Investment as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.