Geneos Wealth Management Inc. Nio Inc. Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Nio Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 683 shares of NIO stock, worth $3,066. This represents 0.0% of its overall portfolio holdings.

Number of Shares

683

Previous 1,009 32.31%

Holding current value

$3,066

Previous $4,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$3.67 - $6.68 $1,196 - $2,177	-326 Reduced 32.31%	683 $4,000
Q2 2024 Jul 23, 2024	SELL	$3.8 - $5.79 $2,435 - $3,711	-641 Reduced 38.85%	1,009 $4,000
Q1 2024 May 03, 2024	BUY	$4.5 - $8.5 $2,884 - $5,448	641 Added 63.53%	1,650 $7,000
Q4 2023 Jan 26, 2024	SELL	$7.15 - $9.43 $1,072 - $1,414	-150 Reduced 12.94%	1,009 $9,000
Q2 2023 Aug 08, 2023	SELL	$7.41 - $9.83 $2,675 - $3,548	-361 Reduced 23.75%	1,159 $11,000
Q1 2023 Apr 25, 2023	BUY	$8.25 - $12.71 $2,343 - $3,609	284 Added 22.98%	1,520 $15,000
Q4 2022 Jan 30, 2023	SELL	$9.25 - $16.73 $1,850 - $3,346	-200 Reduced 13.93%	1,236 $12,000
Q3 2022 Nov 14, 2022	SELL	$15.58 - $22.6 $11,778 - $17,085	-756 Reduced 34.49%	1,436 $22,000
Q2 2022 Jul 22, 2022	BUY	$12.71 - $24.08 $3,711 - $7,031	292 Added 15.37%	2,192 $47,000
Q1 2022 May 16, 2022	SELL	$14.1 - $33.47 $76,210 - $180,905	-5,405 Reduced 73.99%	1,900 $39,000
Q4 2021 Feb 09, 2022	SELL	$28.16 - $43.2 $8,729 - $13,392	-310 Reduced 4.07%	7,305 $231,000
Q3 2021 Nov 09, 2021	SELL	$34.9 - $50.9 $4,537 - $6,617	-130 Reduced 1.68%	7,615 $269,000
Q2 2021 Jul 08, 2021	SELL	$31.22 - $53.2 $26,287 - $44,794	-842 Reduced 9.81%	7,745 $390,000
Q1 2021 Jun 17, 2021	BUY	$35.21 - $62.84 $11,126 - $19,857	316 Added 3.82%	8,587 $342,000
Q4 2020 May 19, 2021	BUY	$20.67 - $55.38 $120,526 - $322,920	5,831 Added 238.98%	8,271 $308,000
Q3 2020 Sep 07, 2021	SELL	$7.91 - $21.22 $46,669 - $125,198	-5,900 Reduced 70.74%	2,440 $44,000
Q2 2020 Sep 07, 2021	BUY	$2.39 - $7.72 $1,673 - $5,404	700 Added 9.16%	8,340 $57,000
Q1 2020 Sep 07, 2021	SELL	$2.37 - $5.17 $474 - $1,034	-200 Reduced 2.55%	7,640 $21,000
Q3 2019 Sep 07, 2021	BUY	$1.56 - $3.69 $780 - $1,845	500 Added 6.81%	7,840 $13,000
Q2 2019 Sep 07, 2021	BUY	$2.42 - $5.39 $16,456 - $36,652	6,800 Added 1259.26%	7,340 $18,000
Q1 2019 Sep 07, 2021	BUY	$4.96 - $10.16 $1,488 - $3,048	300 Added 125.0%	540 $2,000
Q3 2018 Sep 07, 2021	BUY	$6.6 - $11.6 $1,584 - $2,784	240 New	240 $1,000

Others Institutions Holding NIO

# of Institutions

542

Shares Held

230M

Call Options Held

49.1M

Put Options Held

68.2M

View Full List

About NIO Inc.

Ticker NIO
Exchange NYSE
Sector Consumer Cyclical
Industry Auto Manufacturers
Shares Outstandng 1,670,530,048
Market Cap $7.5B
Description
NIO Inc. designs, develops, manufactures, and sells smart electric vehicles in China. It offers five, six, and seven-seater electric SUVs, as well as smart electric sedans. The company is also involved in the provision of energy and service packages to its users; design and technology development activities; manufacture of e-powertrains, battery...

More about NIO

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Geneos Wealth Management Inc. Nio Inc. Transaction History