Pinnacle Wealth Planning Services
XPEV icon

Pinnacle Wealth Planning Services’s XPeng XPEV Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$36.9K Sell
3,856
-457
-11% -$5.41K ﹤0.01% 1473
2026
Q2 		$57.1K Sell
4,313
-55
-1% -$872 0.01% 1175
2026
Q1 		$74.7K Sell
4,368
-337
-7% -$6.25K 0.01% 975
2025
Q4 		$95.4K Buy
+4,705
New +$102K 0.01% 805

Other funds holding XPEV

TMT General Partner
TMT General Partner Hong Kong $154M AUM 57.46% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Ping Capital Management
Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Pinnacle Wealth Planning Services's XPEV Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its XPeng (XPEV) stake by 11% in Q3 2026, selling an estimated $5.41K and leaving 3,856 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Pinnacle Wealth Planning Services first reported a position in XPEV in Q4 2025 and has held it in 4 quarters since. The position peaked at $95.4K in Q4 2025. 49 funds tracked by Wall St. Rank hold XPEV as of Q3 2026.

  • Pinnacle Wealth Planning Services held 3,856 shares of XPeng worth $36.9K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 457 XPeng shares in Q3 2026, an estimated $5.41K.
  • XPeng made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1473 holding.
  • Pinnacle Wealth Planning Services first reported a position in XPeng in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's XPeng position peaked at $95.4K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held XPeng as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.