LJI Wealth Management’s NIO NIO Stock Holding History

LJI 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
2025 Q3	–	Sell	-22,178	Closed	-$76.1K	–	202
2025 Q2	$76.1K	Hold	22,178	–	–	0.01%	181
2025 Q1	$84.5K	Sell	22,178 -72	-0.3%	-$317	0.02%	177
2024 Q4	$97K	Hold	22,250	–	–	0.02%	177
2024 Q3	$149K	Hold	22,250	–	–	0.03%	186
2024 Q2	$92.6K	Hold	22,250	–	–	0.02%	181
2024 Q1	$100K	Hold	22,250	–	–	0.03%	148
2023 Q4	$202K	Hold	22,250	–	–	0.05%	159
2023 Q3	$201K	Buy	+22,250	New	+$248K	0.06%	152

Other funds holding NIO

AMH

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

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

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

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

GCM

Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $450M AUM 80.96% 1-Year Est. Return

LJI Wealth Management's NIO Position: Q3 2025 in Review

LJI Wealth Management sold out of NIO (NIO) in Q3 2025, closing a stake of 22,178 shares — an estimated $76.1K sold.

LJI Wealth Management first reported a position in NIO in Q3 2023 and held it in 8 quarters. The position peaked at $202K in Q4 2023. 408 funds tracked by Wall St. Rank hold NIO as of Q3 2025.

LJI Wealth Management reported no remaining NIO position as of Q3 2025 after selling out during the quarter.
LJI Wealth Management sold 22,178 NIO shares in Q3 2025, an estimated $76.1K.
LJI Wealth Management first reported a position in NIO in Q3 2023 and held it in 8 quarters.
LJI Wealth Management's NIO position peaked at $202K in Q4 2023.
408 funds tracked by Wall St. Rank held NIO as of Q3 2025.

Based on LJI Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.