Position in NIO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,641
-$506 QoQ
Shares Held
522
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#329
of 418 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Geneos Wealth Management Inc. holds $11,117,447 across 8 Auto Manufacturers names. NIO ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
23,109 | $9,719,645 | |
| 2 | F |
Ford Motor Co
|
66,657 | $926,532 | |
| 3 | GM |
General Motors Co
|
3,552 | $273,788 | |
| 4 | TM |
Toyota Motor Corp/
|
524 | $88,252 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
3,363 | $58,348 | |
| 6 | RACE |
Ferrari N.V.
|
74 | $27,549 | |
| 7 | STLA |
Stellantis N.V.
|
3,605 | $20,692 | |
| 8 | NIO |
NIO Inc.
This page
|
522 | $2,641 |
All Filings in NIO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,641 | 522 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,147 | 522 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,662 | 522 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,977 | 522 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,660 | 484 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $4,130 | 1,084 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,304 | 758 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,562 | 683 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,197 | 1,009 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $7,425 | 1,650 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $9,151 | 1,009 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $10,477 | 1,159 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $11,230 | 1,159 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $15,975 | 1,520 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $12,051 | 1,236 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $22,645 | 1,436 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $47,610 | 2,192 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $39,995 | 1,900 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $231,422 | 7,305 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $271,322 | 7,615 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $412,034 | 7,745 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $334,721 | 8,587 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $403,128 | 8,271 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $51,776 | 2,440 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $64,384 | 8,340 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $21,239 | 7,640 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||