Greenwich Wealth Management
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Greenwich Wealth Management’s NIO NIO Stock Holding History

Greenwich 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
Q3 		$64K Buy
18,650
+1,100
+6% +$4.79K ﹤0.01% 303
2026
Q2 		$89K Sell
17,550
-1,200
-6% -$6.99K ﹤0.01% 294
2026
Q1 		$113K Buy
18,750
+1,000
+6% +$5.05K ﹤0.01% 295
2025
Q4 		$91K Sell
17,750
-213
-1% -$1.31K ﹤0.01% 279
2025
Q3 		$137K Sell
17,963
-27
-0.2% -$145 0.01% 265
2025
Q2 		$62K Sell
17,990
-3,322
-16% -$12.4K ﹤0.01% 250
2025
Q1 		$81K Buy
21,312
+2,225
+12% +$9.8K 0.01% 232
2024
Q4 		$83K Sell
19,087
-11,640
-38% -$59.2K 0.01% 252
2024
Q3 		$205K Buy
30,727
+1,700
+6% +$7.81K 0.01% 233
2024
Q2 		$121K Buy
29,027
+3,315
+13% +$15.7K 0.01% 231
2024
Q1 		$116K Buy
25,712
+4,642
+22% +$28K 0.01% 231
2023
Q4 		$191K Sell
21,070
-1,652
-7% -$13.1K 0.02% 219
2023
Q3 		$205K Buy
22,722
+9,872
+77% +$110K 0.02% 207
2023
Q2 		$125K Buy
12,850
+250
+2% +$2.12K 0.01% 219
2023
Q1 		$132K Buy
+12,600
New +$129K 0.01% 217
2021
Q3 		– Sell
-4,655
Closed -$248K – 245
2021
Q2 		$248K Buy
+4,655
New +$186K 0.02% 190
2021
Q1 		– Sell
-4,249
Closed -$207K – 206
2020
Q4 		$207K Buy
+4,249
New +$164K 0.02% 182
2020
Q1 		– Sell
-11,400
Closed -$46K – 197
2019
Q4 		$46K Sell
11,400
-2,593
-19% -$5.21K 0.01% 189
2019
Q3 		$22K Buy
13,993
+2,200
+19% +$6.73K ﹤0.01% 180
2019
Q2 		$30K Buy
11,793
+993
+9% +$3.99K 0.01% 195
2019
Q1 		$55K Buy
+10,800
New +$76.5K 0.01% 187

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Greenwich Wealth Management's NIO Position: Q3 2026 in Review

Greenwich Wealth Management increased its NIO (NIO) stake by 6.3% in Q3 2026, buying an estimated $4.79K and bringing the position to 18,650 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Greenwich Wealth Management first reported a position in NIO in Q1 2019 and has held it in 21 quarters since. The position peaked at $248K in Q2 2021. 272 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

  • Greenwich Wealth Management held 18,650 shares of NIO worth $64K as of Q3 2026.
  • Greenwich Wealth Management bought 1,100 NIO shares in Q3 2026, an estimated $4.79K.
  • NIO made up ﹤0.01% of Greenwich Wealth Management's portfolio in Q3 2026, its #303 holding.
  • Greenwich Wealth Management first reported a position in NIO in Q1 2019 and has held it in 21 quarters since.
  • Greenwich Wealth Management's NIO position peaked at $248K in Q2 2021.
  • 272 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on Greenwich Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.