Spire Wealth Management’s XPeng XPEV Stock Holding History

Spire 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
2025 Q3	–	Sell	-100	Closed	-$1.79K	–	2502
2025 Q2	$1.79K	Hold	100	–	–	﹤0.01%	2194
2025 Q1	$2.07K	Hold	100	–	–	﹤0.01%	2271
2024 Q4	$1.18K	Hold	100	–	–	﹤0.01%	2343
2024 Q3	$1.22K	Hold	100	–	–	﹤0.01%	2073
2024 Q2	$733	Sell	100 -8	-7%	-$63	﹤0.01%	2156
2024 Q1	$829	Sell	108 -92	-46%	-$892	﹤0.01%	2234
2023 Q4	$1.93K	Sell	200 -350	-64%	-$5.56K	﹤0.01%	2149
2023 Q3	$10.1K	Hold	550	–	–	﹤0.01%	1728
2023 Q2	$7.38K	Sell	550 -500	-48%	-$4.92K	﹤0.01%	1897
2023 Q1	$11.7K	Sell	1,050 -400	-28%	-$3.87K	﹤0.01%	1791
2022 Q4	$14K	Buy	1,450 +900	+164%	+$8.11K	﹤0.01%	1509
2022 Q3	$7K	Sell	550 -1,650	-75%	-$35.5K	﹤0.01%	1675
2022 Q2	$70K	Sell	2,200 -200	-8%	-$5.14K	﹤0.01%	1167
2022 Q1	$66K	Sell	2,400 -291	-11%	-$10.3K	﹤0.01%	1340
2021 Q4	$135K	Sell	2,691 -109	-4%	-$4.91K	﹤0.01%	1282
2021 Q3	$100K	Buy	2,800 +200	+8%	+$7.94K	﹤0.01%	1196
2021 Q2	$115K	Buy	2,600 +400	+18%	+$13.6K	﹤0.01%	1142
2021 Q1	$80K	Buy	+2,200	New	+$91.4K	﹤0.01%	1495

Other funds holding XPEV

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

Primecap Management

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

TMT General Partner Hong Kong $250M AUM 6.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

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

Bank of America

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

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

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return