AllSquare Wealth Management’s NIO NIO Stock Holding History

AllSquare Wealth Management’s Portfolio NIO Stock Details NIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$762	Hold	100	–	–	﹤0.01%	493
2025 Q2	$343	Hold	100	–	–	﹤0.01%	507
2025 Q1	$381	Hold	100	–	–	﹤0.01%	507
2024 Q4	$436	Hold	100	–	–	﹤0.01%	507
2024 Q3	$668	Hold	100	–	–	﹤0.01%	495
2024 Q2	$416	Hold	100	–	–	﹤0.01%	504
2024 Q1	$450	Sell	100 -48	-32%	-$289	﹤0.01%	499
2023 Q4	$1.34K	Hold	148	–	–	﹤0.01%	479
2023 Q3	$1.34K	Hold	148	–	–	﹤0.01%	484
2023 Q2	$1.1K	Hold	148	–	–	﹤0.01%	500
2023 Q1	$1.55K	Buy	148 +100	+208%	+$1.02K	﹤0.01%	485
2022 Q4	$468	Hold	48	–	–	﹤0.01%	496
2022 Q3	$1K	Hold	48	–	–	﹤0.01%	482
2022 Q2	$1K	Hold	48	–	–	﹤0.01%	486
2022 Q1	$1K	Hold	48	–	–	﹤0.01%	488
2021 Q4	$2K	Hold	48	–	–	﹤0.01%	472
2021 Q3	$2K	Hold	48	–	–	﹤0.01%	459
2021 Q2	$3K	Hold	48	–	–	﹤0.01%	457
2021 Q1	$2K	Hold	48	–	–	﹤0.01%	466
2020 Q4	$2K	Buy	+48	New	+$1.86K	﹤0.01%	432

Other funds holding NIO

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

GCM

Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

AllSquare Wealth Management's NIO Position: Q3 2025 in Review

AllSquare Wealth Management held its NIO (NIO) position steady in Q3 2025 at 100 shares worth $762. The position accounts for ﹤0.01% of the portfolio, ranked #493.

AllSquare Wealth Management first reported a position in NIO in Q4 2020 and has held it in 20 quarters since. The position peaked at $3K in Q2 2021. 407 funds tracked by Wall St. Rank hold NIO as of Q3 2025.

AllSquare Wealth Management held 100 shares of NIO worth $762 as of Q3 2025.
AllSquare Wealth Management left its NIO share count unchanged in Q3 2025.
NIO made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #493 holding.
AllSquare Wealth Management first reported a position in NIO in Q4 2020 and has held it in 20 quarters since.
AllSquare Wealth Management's NIO position peaked at $3K in Q2 2021.
407 funds tracked by Wall St. Rank held NIO as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.