GSWM
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Golden State Wealth Management’s NIO NIO Stock Holding History

Golden State 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
2026
Q1 		$3.87K Hold
641
– – ﹤0.01% 1256
2025
Q4 		$3.27K Hold
641
– – ﹤0.01% 1310
2025
Q3 		$4.88K Sell
641
-150
-19% -$808 ﹤0.01% 1256
2025
Q2 		$2.71K Sell
791
-2
-0.3% -$7 ﹤0.01% 1319
2025
Q1 		$3.02K Hold
793
– – ﹤0.01% 1257
2024
Q4 		$3.46K Buy
+793
New +$4.04K ﹤0.01% 1179
2019
Q4 		– Sell
-9,175
Closed -$14K – 627
2019
Q3 		$14K Sell
9,175
-6,500
-41% -$19.9K ﹤0.01% 684
2019
Q2 		$39K Sell
15,675
-30,300
-66% -$122K 0.01% 505
2019
Q1 		$234K Buy
+45,975
New +$326K 0.08% 206

Other funds holding NIO

D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return