True Wealth Design’s XPeng XPEV Stock Holding History

True Wealth Design’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	$326	Sell	34 -36	-51%	-$426	﹤0.01%	2249
2026 Q2	$927	Sell	70 -103	-60%	-$1.63K	﹤0.01%	2010
2026 Q1	$2.96K	Buy	173 +152	+724%	+$2.82K	﹤0.01%	1398
2025 Q4	$426	Sell	21 -59	-74%	-$1.28K	﹤0.01%	2003
2025 Q3	$1.87K	Buy	+80	New	+$1.6K	﹤0.01%	1487
2023 Q2	–	Sell	-300	Closed	-$3.33K	–	877
2023 Q1	$3.33K	Hold	300	–	–	﹤0.01%	298
2022 Q4	$2.98K	Buy	+300	New	+$2.7K	﹤0.01%	278

Other funds holding XPEV

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

PCM

Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

True Wealth Design's XPEV Position: Q3 2026 in Review

True Wealth Design reduced its XPeng (XPEV) stake by 51% in Q3 2026, selling an estimated $426 and leaving 34 shares worth $326. The position accounts for ﹤0.01% of the portfolio, ranked #2249.

True Wealth Design first reported a position in XPEV in Q4 2022 and has held it in 7 quarters since. The position peaked at $3.33K in Q1 2023. 8 funds tracked by Wall St. Rank hold XPEV as of Q3 2026.

True Wealth Design held 34 shares of XPeng worth $326 as of Q3 2026.
True Wealth Design sold 36 XPeng shares in Q3 2026, an estimated $426.
XPeng made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2249 holding.
True Wealth Design first reported a position in XPeng in Q4 2022 and has held it in 7 quarters since.
True Wealth Design's XPeng position peaked at $3.33K in Q1 2023.
8 funds tracked by Wall St. Rank held XPeng as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.