Geneos Wealth Management’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.64K | Hold |
522
| – | – | ﹤0.01% | 2294 |
|
|
2026
Q1 | $3.15K | Hold |
522
| – | – | ﹤0.01% | 2247 |
|
|
2025
Q4 | $2.66K | Hold |
522
| – | – | ﹤0.01% | 2278 |
|
|
2025
Q3 | $3.98K | Buy |
522
+38
| +8% | +$205 | ﹤0.01% | 2195 |
|
|
2025
Q2 | $1.66K | Sell |
484
-200
| -29% | -$745 | ﹤0.01% | 2858 |
|
|
2025
Q1 | $2.61K | Sell |
684
-74
| -10% | -$326 | ﹤0.01% | 2694 |
|
|
2024
Q4 | $3.31K | Buy |
758
+75
| +11% | +$382 | ﹤0.01% | 2462 |
|
|
2024
Q3 | $4.56K | Sell |
683
-326
| -32% | -$1.5K | ﹤0.01% | 2097 |
|
|
2024
Q2 | $4.2K | Sell |
1,009
-641
| -39% | -$3.03K | ﹤0.01% | 1760 |
|
|
2024
Q1 | $7.42K | Buy |
1,650
+641
| +64% | +$3.87K | ﹤0.01% | 1612 |
|
|
2023
Q4 | $9.15K | Sell |
1,009
-150
| -13% | -$1.19K | ﹤0.01% | 1570 |
|
|
2023
Q3 | $10.5K | Hold |
1,159
| – | – | ﹤0.01% | 1556 |
|
|
2023
Q2 | $11.2K | Sell |
1,159
-361
| -24% | -$3.06K | ﹤0.01% | 1547 |
|
|
2023
Q1 | $16K | Buy |
1,520
+284
| +23% | +$2.9K | ﹤0.01% | 1412 |
|
|
2022
Q4 | $12.1K | Sell |
1,236
-200
| -14% | -$2.31K | ﹤0.01% | 1479 |
|
|
2022
Q3 | $22K | Sell |
1,436
-756
| -34% | -$15K | ﹤0.01% | 1291 |
|
|
2022
Q2 | $46K | Buy |
2,192
+292
| +15% | +$5.36K | ﹤0.01% | 1315 |
|
|
2022
Q1 | $39K | Sell |
1,900
-5,405
| -74% | -$127K | ﹤0.01% | 1489 |
|
|
2021
Q4 | $231K | Sell |
7,305
-310
| -4% | -$11.4K | 0.01% | 802 |
|
|
2021
Q3 | $269K | Sell |
7,615
-130
| -2% | -$5.34K | 0.01% | 747 |
|
|
2021
Q2 | $390K | Sell |
7,745
-842
| -10% | -$33.7K | 0.02% | 628 |
|
|
2021
Q1 | $342K | Buy |
8,587
+316
| +4% | +$16.1K | 0.01% | 744 |
|
|
2020
Q4 | $308K | Buy |
8,271
+5,831
| +239% | +$226K | 0.01% | 665 |
|
|
2020
Q3 | $44K | Sell |
2,440
-5,900
| -71% | -$90.8K | ﹤0.01% | 1311 |
|
|
2020
Q2 | $57K | Buy |
8,340
+700
| +9% | +$3.08K | ﹤0.01% | 1160 |
|
|
2020
Q1 | $21K | Sell |
7,640
-200
| -3% | -$745 | ﹤0.01% | 1493 |
|
|
2019
Q4 | $18K | Hold |
7,840
| – | – | ﹤0.01% | 1734 |
|
|
2019
Q3 | $13K | Buy |
7,840
+500
| +7% | +$1.53K | ﹤0.01% | 1783 |
|
|
2019
Q2 | $18K | Buy |
7,340
+6,800
| +1,259% | +$27.3K | ﹤0.01% | 1684 |
|
|
2019
Q1 | $2K | Buy |
540
+300
| +125% | +$2.13K | ﹤0.01% | 2251 |
|
|
2018
Q4 | $1K | Hold |
240
| – | – | ﹤0.01% | 2320 |
|
|
2018
Q3 | $1K | Buy |
+240
| New | +$1.98K | ﹤0.01% | 2363 |
|
Other funds holding NIO
AMH
Geneos Wealth Management's NIO Position: Q2 2026 in Review
Geneos Wealth Management held its NIO (NIO) position steady in Q2 2026 at 522 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2294.
Geneos Wealth Management first reported a position in NIO in Q3 2018 and has held it in 32 quarters since. The position peaked at $390K in Q2 2021. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.
- Geneos Wealth Management held 522 shares of NIO worth $2.64K as of Q2 2026.
- Geneos Wealth Management left its NIO share count unchanged in Q2 2026.
- NIO made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2294 holding.
- Geneos Wealth Management first reported a position in NIO in Q3 2018 and has held it in 32 quarters since.
- Geneos Wealth Management's NIO position peaked at $390K in Q2 2021.
- 423 funds tracked by Wall St. Rank held NIO as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.