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	–	2188
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 Pasadena, California $169B AUM 114.72% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OPL

Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geneos Wealth Management's XPEV Position: Q2 2024 in Review

Geneos Wealth Management sold out of XPeng (XPEV) in Q2 2024, closing a stake of 80 shares — an estimated $614 sold.

Geneos Wealth Management first reported a position in XPEV in Q4 2020 and held it in 11 quarters. The position peaked at $49K in Q4 2021. 189 funds tracked by Wall St. Rank hold XPEV as of Q2 2024.

Geneos Wealth Management reported no remaining XPeng position as of Q2 2024 after selling out during the quarter.
Geneos Wealth Management sold 80 XPeng shares in Q2 2024, an estimated $614.
Geneos Wealth Management first reported a position in XPeng in Q4 2020 and held it in 11 quarters.
Geneos Wealth Management's XPeng position peaked at $49K in Q4 2021.
189 funds tracked by Wall St. Rank held XPeng as of Q2 2024.

Based on Geneos Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.