GeoWealth Management’s NIO NIO Stock Holding History

GeoWealth 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 Q1	–	Sell	-357	Closed	-$1.56K	–	1547
2024 Q4	$1.56K	Sell	357 -306	-46%	-$1.56K	﹤0.01%	1670
2024 Q3	$4.43K	Buy	+663	New	+$3.05K	﹤0.01%	1465

Other funds holding NIO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

GeoWealth Management's NIO Position: Q1 2025 in Review

GeoWealth Management sold out of NIO (NIO) in Q1 2025, closing a stake of 357 shares — an estimated $1.56K sold.

GeoWealth Management first reported a position in NIO in Q3 2024 and held it in 2 quarters. The position peaked at $4.43K in Q3 2024. 415 funds tracked by Wall St. Rank hold NIO as of Q1 2025.

GeoWealth Management reported no remaining NIO position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 357 NIO shares in Q1 2025, an estimated $1.56K.
GeoWealth Management first reported a position in NIO in Q3 2024 and held it in 2 quarters.
GeoWealth Management's NIO position peaked at $4.43K in Q3 2024.
415 funds tracked by Wall St. Rank held NIO as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.