Trueblood 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
2026
Q1
Sell
-19,412
Closed -$99K 264
2025
Q4
$99K Buy
19,412
+5,055
+35% +$31.2K 0.04% 252
2025
Q3
$109K Buy
+14,357
New +$77.3K 0.04% 254

Other funds holding NIO

Trueblood Wealth Management's NIO Position: Q1 2026 in Review

Trueblood Wealth Management sold out of NIO (NIO) in Q1 2026, closing a stake of 19,412 shares — an estimated $99K sold.

Trueblood Wealth Management first reported a position in NIO in Q3 2025 and held it in 2 quarters. The position peaked at $109K in Q3 2025. 433 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

  • Trueblood Wealth Management reported no remaining NIO position as of Q1 2026 after selling out during the quarter.
  • Trueblood Wealth Management sold 19,412 NIO shares in Q1 2026, an estimated $99K.
  • Trueblood Wealth Management first reported a position in NIO in Q3 2025 and held it in 2 quarters.
  • Trueblood Wealth Management's NIO position peaked at $109K in Q3 2025.
  • 433 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Trueblood Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.