AssetMark Inc’s NIO NIO Stock Holding History

AssetMark Inc’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
2026 Q3	$6.08K	Sell	1,772 -1,255	-41%	-$5.47K	﹤0.01%	2696
2026 Q2	$15.3K	Buy	3,027 +1,380	+84%	+$8.04K	﹤0.01%	2294
2026 Q1	$9.9K	Buy	1,647 +603	+58%	+$3.04K	﹤0.01%	2320
2025 Q4	$5.32K	Buy	1,044 +438	+72%	+$2.7K	﹤0.01%	2450
2025 Q3	$4.62K	Buy	606 +522	+621%	+$2.81K	﹤0.01%	2370
2025 Q2	$288	Sell	84 -35	-29%	-$130	﹤0.01%	2826
2025 Q1	$453	Buy	+119	New	+$524	﹤0.01%	2436
2024 Q2	–	Sell	-4	Closed	-$18	–	2189
2024 Q1	$18	Buy	+4	New	+$24	﹤0.01%	1886
2023 Q2	–	Sell	-2	Closed	-$21	–	1643
2023 Q1	$21	Buy	+2	New	+$20	﹤0.01%	1569
2022 Q2	–	Sell	-94	Closed	-$2K	–	1619
2022 Q1	$2K	Buy	94 +14	+18%	+$330	﹤0.01%	1427
2021 Q4	$3K	Buy	80 +7	+10%	+$257	﹤0.01%	1326
2021 Q3	$3K	Hold	73	–	–	﹤0.01%	1228
2021 Q2	$4K	Buy	73 +2	+3%	+$80	﹤0.01%	1115
2021 Q1	$3K	Buy	+71	New	+$3.62K	﹤0.01%	1117

Other funds holding NIO

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

AssetMark Inc's NIO Position: Q3 2026 in Review

AssetMark Inc reduced its NIO (NIO) stake by 41% in Q3 2026, selling an estimated $5.47K and leaving 1,772 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2696.

AssetMark Inc first reported a position in NIO in Q1 2021 and has held it in 14 quarters since. The position peaked at $15.3K in Q2 2026. 193 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

AssetMark Inc held 1,772 shares of NIO worth $6.08K as of Q3 2026.
AssetMark Inc sold 1,255 NIO shares in Q3 2026, an estimated $5.47K.
NIO made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2696 holding.
AssetMark Inc first reported a position in NIO in Q1 2021 and has held it in 14 quarters since.
AssetMark Inc's NIO position peaked at $15.3K in Q2 2026.
193 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.