GWN Securities’s NIO NIO Stock Holding History

GWN Securities’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 Q2	–	Sell	-736,385	Closed	-$3.04M	–	602
2025 Q1	$3.04M	Buy	+736,385	New	+$3.24M	0.17%	149

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

GWN Securities's NIO Position: Q2 2025 in Review

GWN Securities sold out of NIO (NIO) in Q2 2025, closing a stake of 736,385 shares — an estimated $3.04M sold.

GWN Securities first reported a position in NIO in Q1 2025 and held it in 1 quarter. The position peaked at $3.04M in Q1 2025. 385 funds tracked by Wall St. Rank hold NIO as of Q2 2025.

GWN Securities reported no remaining NIO position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 736,385 NIO shares in Q2 2025, an estimated $3.04M.
GWN Securities first reported a position in NIO in Q1 2025 and held it in 1 quarter.
GWN Securities's NIO position peaked at $3.04M in Q1 2025.
385 funds tracked by Wall St. Rank held NIO as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.