Geneos Wealth Management’s XPeng XPEV Stock Holding History

Geneos Wealth Management’s Portfolio XPEV Stock Details XPEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-80	Closed	-$614	–	2189
2024 Q1	$614	Buy	+80	New	+$776	﹤0.01%	2105
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%	-$12.9K	﹤0.01%	1757
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%	-$5.11K	﹤0.01%	1567
2021 Q1	$33K	Hold	1,125	–	–	﹤0.01%	1836
2020 Q4	$36K	Buy	+1,125	New	+$41.3K	﹤0.01%	1618

Other funds holding XPEV

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return