Financial Gravity Asset Management, Inc.
Position in CION — CION Investment Corp
CIK 1741736
Lakeway, TX
Position in CION
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$587,104
+$354,551 QoQ
Shares Held
85,834
+256.9% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CION Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Financial Gravity Asset Management, Inc. holds $8,930,552 across 35 Asset Management names. CION ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSK |
FS KKR Capital Corp
|
218,509 | $2,224,421 | |
| 2 | BBDC |
Barings BDC, Inc.
|
240,300 | $1,977,669 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
112,043 | $1,861,034 | |
| 4 | ARCC |
Ares Capital Corp
|
45,620 | $822,072 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
61,458 | $679,725 | |
| 6 | CION |
CION Investment Corp
This page
|
85,834 | $587,104 | |
| 7 | FSCO |
FS Credit Opportunities Corp.
|
41,116 | $209,691 | |
| 8 | VFL |
abrdn National Municipal Income Fund
|
8,103 | $80,705 |
All Filings in CION
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $587,104 | 85,834 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $232,553 | 24,049 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $227,984 | 24,049 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,006,858 | 97,281 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $196,743 | 16,233 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $273,295 | 24,845 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $280,996 | 24,845 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $4,989,609 | 472,055 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $257,891 | 24,845 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $245,218 | 24,845 | Shares | Sole | 2023-05-12 | |
| 2022-06-30 | $144,079 | 16,561 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||