Position in NIO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$759
-$145 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#371
of 418 holders
Holding Since
Dec 2025
3 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, 2026Lodestone Wealth Management LLC holds $1,462,940 across 8 Auto Manufacturers names. NIO ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
2,233 | $939,199 | |
| 2 | TM |
Toyota Motor Corp/
|
2,660 | $447,997 | |
| 3 | GM |
General Motors Co
|
587 | $45,245 | |
| 4 | HMC |
Honda Motor Co Ltd
|
561 | $15,208 | |
| 5 | F |
Ford Motor Co
|
908 | $12,621 | |
| 6 | RIVN |
Rivian Automotive, Inc. / DE
|
110 | $1,908 | |
| 7 | NIO |
NIO Inc.
This page
|
150 | $759 | |
| 8 | WKHS |
Workhorse Group Inc.
|
1 | $3 |
All Filings in NIO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $759 | 150 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $904 | 150 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $765 | 150 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||