Comprehensive Financial Planning’s NIO NIO Stock Holding History

Comprehensive Financial Planning’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	–	Sell	-15	Closed	-$51	–	353
2025 Q2	$51	Hold	15	–	–	﹤0.01%	333
2025 Q1	$57	Hold	15	–	–	﹤0.01%	324
2024 Q4	$65	Buy	+15	New	+$76	﹤0.01%	350

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

Comprehensive Financial Planning's NIO Position: Q3 2025 in Review

Comprehensive Financial Planning sold out of NIO (NIO) in Q3 2025, closing a stake of 15 shares — an estimated $51 sold.

Comprehensive Financial Planning first reported a position in NIO in Q4 2024 and held it in 3 quarters. The position peaked at $65 in Q4 2024. 407 funds tracked by Wall St. Rank hold NIO as of Q3 2025.

Comprehensive Financial Planning reported no remaining NIO position as of Q3 2025 after selling out during the quarter.
Comprehensive Financial Planning sold 15 NIO shares in Q3 2025, an estimated $51.
Comprehensive Financial Planning first reported a position in NIO in Q4 2024 and held it in 3 quarters.
Comprehensive Financial Planning's NIO position peaked at $65 in Q4 2024.
407 funds tracked by Wall St. Rank held NIO as of Q3 2025.

Based on Comprehensive Financial Planning's 13F filing for Q3 2025, filed 12 Nov 2025.