WCG Wealth Advisors’s NIO NIO Stock Holding History

WCG Wealth 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
2026 Q1	$330K	Sell	54,775 -774	-1%	-$3.91K	0.01%	500
2025 Q4	$283K	Buy	55,549 +3,249	+6%	+$20K	0.01%	493
2025 Q3	$399K	Buy	+52,300	New	+$282K	0.03%	314
2024 Q4	–	Sell	-36,541	Closed	-$244K	–	310
2024 Q3	$244K	Buy	+36,541	New	+$168K	0.02%	305
2023 Q4	–	Sell	-32,143	Closed	-$291K	–	312
2023 Q3	$291K	Buy	+32,143	New	+$358K	0.02%	267

Other funds holding NIO

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WCG Wealth Advisors's NIO Position: Q1 2026 in Review

WCG Wealth Advisors reduced its NIO (NIO) stake by 1.4% in Q1 2026, selling an estimated $3.91K and leaving 54,775 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #500.

WCG Wealth Advisors first reported a position in NIO in Q3 2023 and has held it in 5 quarters since. The position peaked at $399K in Q3 2025. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

WCG Wealth Advisors held 54,775 shares of NIO worth $330K as of Q1 2026.
WCG Wealth Advisors sold 774 NIO shares in Q1 2026, an estimated $3.91K.
NIO made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #500 holding.
WCG Wealth Advisors first reported a position in NIO in Q3 2023 and has held it in 5 quarters since.
WCG Wealth Advisors's NIO position peaked at $399K in Q3 2025.
432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.