Position in NIO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$55,432
-$18,121 QoQ
Shares Held
10,955
-10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#250
of 418 holders
Holding Since
Mar 2026
2 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, 2026HB Wealth Management, LLC holds $59,577,389 across 7 Auto Manufacturers names. NIO ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
123,128 | $51,787,636 | |
| 2 | GM |
General Motors Co
|
54,135 | $4,172,725 | |
| 3 | F |
Ford Motor Co
|
126,058 | $1,752,206 | |
| 4 | RIVN |
Rivian Automotive, Inc. / DE
|
40,191 | $697,313 | |
| 5 | TM |
Toyota Motor Corp/
|
4,030 | $678,732 | |
| 6 | RACE |
Ferrari N.V.
|
1,164 | $433,345 | |
| 7 | NIO |
NIO Inc.
This page
|
10,955 | $55,432 |
All Filings in NIO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,432 | 10,955 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $73,553 | 12,198 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||