Triumph Capital Management
CION icon

Triumph Capital Management’s CION Investment CION Stock Holding History

Triumph Capital 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
Q3 		$97.1K Buy
13,828
+1,200
+10% +$8.25K 0.02% 512
2026
Q2 		$78.7K Sell
12,628
-415
-3% -$2.9K 0.01% 548
2026
Q1 		$89.2K Sell
13,043
-520
-4% -$4.37K 0.02% 480
2025
Q4 		$131K Sell
13,563
-856
-6% -$8.25K 0.03% 375
2025
Q3 		$137K Sell
14,419
-200
-1% -$2.02K 0.04% 313
2025
Q2 		$140K Sell
14,619
-8,580
-37% -$81.6K 0.04% 281
2025
Q1 		$240K Buy
23,199
+7,946
+52% +$92.1K 0.08% 236
2024
Q4 		$174K Sell
15,253
-265
-2% -$3.09K 0.06% 265
2024
Q3 		$185K Sell
15,518
-3
-0% -$36 0.07% 256
2024
Q2 		$189K Sell
15,521
-1,865
-11% -$22K 0.07% 233
2024
Q1 		$193K Sell
17,386
-12,920
-43% -$142K 0.08% 214
2023
Q4 		$344K Sell
30,306
-6,332
-17% -$67.3K 0.15% 137
2023
Q3 		$389K Sell
36,638
-11,339
-24% -$123K 0.18% 122
2023
Q2 		$498K Sell
47,977
-5,125
-10% -$50.5K 0.23% 95
2023
Q1 		$524K Buy
53,102
+9,765
+23% +$102K 0.27% 69
2022
Q4 		$423K Buy
43,337
+7,343
+20% +$71.3K 0.23% 107
2022
Q3 		$306K Buy
35,994
+21,501
+148% +$202K 0.17% 126
2022
Q2 		$29K Buy
+14,493
New +$156K 0.02% 190
2022
Q1 		– Sell
-12,025
Closed -$157K – 211
2021
Q4 		$157K Buy
+12,025
New +$155K 0.07% 204

Other funds holding CION

Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 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

Triumph Capital Management's CION Position: Q3 2026 in Review

Triumph Capital Management increased its CION Investment (CION) stake by 9.5% in Q3 2026, buying an estimated $8.25K and bringing the position to 13,828 shares worth $97.1K. The position accounts for 0.02% of the portfolio, ranked #512.

Triumph Capital Management first reported a position in CION in Q4 2021 and has held it in 19 quarters since. The position peaked at $524K in Q1 2023. 83 funds tracked by Wall St. Rank hold CION as of Q3 2026.

  • Triumph Capital Management held 13,828 shares of CION Investment worth $97.1K as of Q3 2026.
  • Triumph Capital Management bought 1,200 CION Investment shares in Q3 2026, an estimated $8.25K.
  • CION Investment made up 0.02% of Triumph Capital Management's portfolio in Q3 2026, its #512 holding.
  • Triumph Capital Management first reported a position in CION Investment in Q4 2021 and has held it in 19 quarters since.
  • Triumph Capital Management's CION Investment position peaked at $524K in Q1 2023.
  • 83 funds tracked by Wall St. Rank held CION Investment as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.