JFS Wealth Advisors’s XPeng XPEV Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$7.91K	Hold	597	–	–	﹤0.01%	1113
2026 Q1	$10.2K	Sell	597 -26	-4%	-$482	﹤0.01%	943
2025 Q4	$12.6K	Hold	623	–	–	﹤0.01%	900
2025 Q3	$14.6K	Hold	623	–	–	﹤0.01%	770
2025 Q2	$11.1K	Hold	623	–	–	﹤0.01%	834
2025 Q1	$12.9K	Hold	623	–	–	﹤0.01%	797
2024 Q4	$7.36K	Buy	623 +47	+8%	+$581	﹤0.01%	962
2024 Q3	$7.02K	Buy	576 +405	+237%	+$3.36K	﹤0.01%	987
2024 Q2	$1.25K	Buy	+171	New	+$1.35K	﹤0.01%	1610
2024 Q1	–	Sell	-46	Closed	-$672	–	2041
2023 Q4	$672	Buy	46 +1	+2%	+$16	﹤0.01%	1743
2023 Q3	$827	Buy	+45	New	+$763	﹤0.01%	1639

Other funds holding XPEV

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return