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 Q2	$3.24K	Hold	641	–	–	﹤0.01%	1326
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	–	626
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

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Golden State Wealth Management's NIO Position: Q2 2026 in Review

Golden State Wealth Management held its NIO (NIO) position steady in Q2 2026 at 641 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Golden State Wealth Management first reported a position in NIO in Q1 2019 and has held it in 10 quarters since. The position peaked at $234K in Q1 2019. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Golden State Wealth Management held 641 shares of NIO worth $3.24K as of Q2 2026.
Golden State Wealth Management left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1326 holding.
Golden State Wealth Management first reported a position in NIO in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's NIO position peaked at $234K in Q1 2019.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.