Valeo Financial Advisors’s NIO NIO Stock Holding History

Valeo Financial Advisors’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	-10,000	Closed	-$38.1K	–	811
2025 Q1	$38.1K	Buy	10,000 +7,000	+233%	+$30.8K	﹤0.01%	675
2024 Q4	$13.1K	Buy	+3,000	New	+$15.3K	﹤0.01%	738
2020 Q4	–	Sell	-1,300	Closed	-$28K	–	1781
2020 Q3	$28K	Buy	+1,300	New	+$20K	﹤0.01%	837

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

Valeo Financial Advisors's NIO Position: Q3 2025 in Review

Valeo Financial Advisors sold out of NIO (NIO) in Q3 2025, closing a stake of 11,512 shares — an estimated $39.5K sold.

Valeo Financial Advisors first reported a position in NIO in Q2 2019 and held it in 25 quarters. The position peaked at $952K in Q1 2022. 410 funds tracked by Wall St. Rank hold NIO as of Q3 2025.

Valeo Financial Advisors reported no remaining NIO position as of Q3 2025 after selling out during the quarter.
Valeo Financial Advisors sold 11,512 NIO shares in Q3 2025, an estimated $39.5K.
Valeo Financial Advisors first reported a position in NIO in Q2 2019 and held it in 25 quarters.
Valeo Financial Advisors's NIO position peaked at $952K in Q1 2022.
410 funds tracked by Wall St. Rank held NIO as of Q3 2025.

Based on Valeo Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.