Trilogy Capital’s NIO NIO Stock Holding History

Trilogy Capital’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	–	Sell	-23,756	Closed	-$120K	–	423
2026 Q2	$120K	Sell	23,756 -86,350	-78%	-$503K	﹤0.01%	400
2026 Q1	$664K	Buy	110,106 +9,350	+9%	+$47.2K	0.03%	229
2025 Q4	$514K	Sell	100,756 -15,000	-13%	-$92.5K	0.02%	245
2025 Q3	$882K	Sell	115,756 -41,350	-26%	-$223K	0.04%	191
2025 Q2	$539K	Buy	157,106 +12,750	+9%	+$47.5K	0.03%	228
2025 Q1	$550K	Buy	144,356 +134,100	+1,308%	+$590K	0.03%	214
2024 Q4	$44.7K	Buy	+10,256	New	+$52.2K	﹤0.01%	326

Other funds holding NIO

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

DWA

Delap Wealth Advisory Lake Oswego, Oregon $291M AUM 14.74% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cigna Investments Bloomfield, Connecticut $770M AUM 34.25% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Trilogy Capital's NIO Position: Q3 2026 in Review

Trilogy Capital sold out of NIO (NIO) in Q3 2026, closing a stake of 23,756 shares — an estimated $120K sold.

Trilogy Capital first reported a position in NIO in Q4 2024 and held it in 7 quarters. The position peaked at $882K in Q3 2025. 43 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

Trilogy Capital reported no remaining NIO position as of Q3 2026 after selling out during the quarter.
Trilogy Capital sold 23,756 NIO shares in Q3 2026, an estimated $120K.
Trilogy Capital first reported a position in NIO in Q4 2024 and held it in 7 quarters.
Trilogy Capital's NIO position peaked at $882K in Q3 2025.
43 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.