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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
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 $44.6B AUM 28.94% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CION Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in CION Investment (CION) in Q2 2026: 10,541 shares worth $65.7K. The stake represents 0.01% of the portfolio and ranks #395 among its holdings.

49 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Summit Wealth Group (Colorado) held 10,541 shares of CION Investment worth $65.7K as of Q2 2026.
  • CION Investment was a new Summit Wealth Group (Colorado) position in Q2 2026.
  • CION Investment made up 0.01% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #395 holding.
  • 49 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.