Masso Torrence Wealth Management’s NIO NIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$102K Hold
13,343
0.04% 107
2025
Q2
$45.8K Hold
13,343
0.02% 99
2025
Q1
$50.8K Sell
13,343
-2,055
-13% -$9.04K 0.03% 97
2024
Q4
$67.1K Hold
15,398
0.04% 95
2024
Q3
$103K Sell
15,398
-56
-0.4% -$257 0.06% 89
2024
Q2
$64.3K Sell
15,454
-175
-1% -$828 0.04% 90
2024
Q1
$70.3K Buy
15,629
+1,100
+8% +$6.63K 0.04% 90
2023
Q4
$132K Hold
14,529
0.09% 87
2023
Q3
$131K Buy
14,529
+1,000
+7% +$11.1K 0.1% 81
2023
Q2
$131K Sell
13,529
-300
-2% -$2.54K 0.09% 83
2023
Q1
$145K Sell
13,829
-100
-0.7% -$1.02K 0.12% 89
2022
Q4
$136K Hold
13,929
0.11% 89
2022
Q3
$220K Hold
13,929
0.19% 78
2022
Q2
$303K Buy
13,929
+385
+3% +$7.06K 0.27% 62
2022
Q1
$285K Buy
13,544
+3,735
+38% +$88K 0.23% 63
2021
Q4
$311K Buy
+9,809
New +$360K 0.22% 74

Other funds holding NIO

Masso Torrence Wealth Management's NIO Position: Q3 2025 in Review

Masso Torrence Wealth Management held its NIO (NIO) position steady in Q3 2025 at 13,343 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #107.

Masso Torrence Wealth Management first reported a position in NIO in Q4 2021 and has held it in 16 quarters since. The position peaked at $311K in Q4 2021. 407 funds tracked by Wall St. Rank hold NIO as of Q3 2025.

  • Masso Torrence Wealth Management held 13,343 shares of NIO worth $102K as of Q3 2025.
  • Masso Torrence Wealth Management left its NIO share count unchanged in Q3 2025.
  • NIO made up 0.04% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #107 holding.
  • Masso Torrence Wealth Management first reported a position in NIO in Q4 2021 and has held it in 16 quarters since.
  • Masso Torrence Wealth Management's NIO position peaked at $311K in Q4 2021.
  • 407 funds tracked by Wall St. Rank held NIO as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.