Position in NIO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,243
-$622 QoQ
Shares Held
641
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#322
of 418 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Golden State Wealth Management, LLC holds $9,378,194 across 10 Auto Manufacturers names. NIO ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
21,436 | $9,015,981 | |
| 2 | GM |
General Motors Co
|
2,431 | $187,381 | |
| 3 | F |
Ford Motor Co
|
4,109 | $57,115 | |
| 4 | TM |
Toyota Motor Corp/
|
334 | $56,252 | |
| 5 | RACE |
Ferrari N.V.
|
85 | $31,644 | |
| 6 | RIVN |
Rivian Automotive, Inc. / DE
|
1,308 | $22,693 | |
| 7 | XPEV |
Xpeng Inc.
|
250 | $3,310 | |
| 8 | NIO |
NIO Inc.
This page
|
641 | $3,243 |
All Filings in NIO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,243 | 641 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,865 | 641 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,269 | 641 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,884 | 641 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,713 | 791 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,021 | 793 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,457 | 793 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||