Position in NIO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$250,080
-$80,213 QoQ
Shares Held
49,423
-9.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#139
of 418 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026WCG Wealth Advisors LLC holds $31,581,807 across 4 Auto Manufacturers names. NIO ranks #4 (0.8% of the industry book) .
All Filings in NIO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,080 | 49,423 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $330,293 | 54,775 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $283,299 | 55,549 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $398,526 | 52,300 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $244,093 | 36,541 | Shares | Sole | 2024-11-13 | |
| 2023-09-30 | $290,572 | 32,143 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||