Geneos Wealth Management Inc. - CION INVT CORP ownership

CION INVT CORP's ticker is and the CUSIP is 17259U204. A total of 2 filers reported holding CION INVT CORP in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of CION INVT CORP
ValueSharesWeighting
Q3 2023$101,863
+29.7%
9,637
+27.4%
0.01%
+25.0%
Q2 2023$78,525
-2.1%
7,565
-6.9%
0.00%
-20.0%
Q1 2023$80,194
+25.5%
8,125
+24.0%
0.01%
+25.0%
Q4 2022$63,902
+16.2%
6,5540.0%0.00%0.0%
Q3 2022$55,000
-93.8%
6,554
-93.5%
0.00%
-90.9%
Q2 2022$883,000
+57.1%
100,771
+165.0%
0.04%
+83.3%
Q1 2022$562,00038,0230.02%
Other shareholders
CION INVT CORP shareholders Q4 2023
NameSharesValueWeighting ↓
Bulldog Investors, LLP 966,536$9,423,7262.83%
Foresight Wealth Management, LLC 17,204$167,7392.40%
Pinkerton Retirement Specialists, LLC 803,089$7,830,1211.70%
FirstPurpose Wealth LLC 216,263$2,108,5681.18%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1,682,182$16,401,2741.06%
Paradigm Financial Partners, LLC 200,450$2,056,6170.60%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 287,379$2,801,9440.60%
Endowment Wealth Management, Inc. 51,591$503,0080.55%
Berger Financial Group, Inc 412,734$4,024,1560.53%
Cooper Financial Group 135,360$1,319,7570.40%
View complete list of CION INVT CORP shareholders