Geneos Wealth Management’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-80
| Closed | -$614 | – | 2188 |
|
|
2024
Q1 | $614 | Buy |
+80
| New | +$614 | ﹤0.01% | 2104 |
|
|
2023
Q2 | – | Sell |
-375
| Closed | -$4.17K | – | 2125 |
|
|
2023
Q1 | $4.17K | Hold |
375
| – | – | ﹤0.01% | 1773 |
|
|
2022
Q4 | $3.73K | Hold |
375
| – | – | ﹤0.01% | 1776 |
|
|
2022
Q3 | $4K | Sell |
375
-600
| -62% | -$6.4K | ﹤0.01% | 1756 |
|
|
2022
Q2 | $29K | Hold |
975
| – | – | ﹤0.01% | 1518 |
|
|
2022
Q1 | $26K | Hold |
975
| – | – | ﹤0.01% | 1683 |
|
|
2021
Q4 | $49K | Hold |
975
| – | – | ﹤0.01% | 1491 |
|
|
2021
Q3 | $34K | Hold |
975
| – | – | ﹤0.01% | 1677 |
|
|
2021
Q2 | $42K | Sell |
975
-150
| -13% | -$6.46K | ﹤0.01% | 1567 |
|
|
2021
Q1 | $33K | Hold |
1,125
| – | – | ﹤0.01% | 1836 |
|
|
2020
Q4 | $36K | Buy |
+1,125
| New | +$36K | ﹤0.01% | 1618 |
|