VFA
XPEV icon

Valeo Financial Advisors’s XPeng XPEV Stock Holding History

Valeo Financial 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 		$5.13M Buy
387,230
+1,052
+0.3% +$16.7K 0.11% 96
2026
Q1 		$6.61M Buy
+386,178
New +$7.17M 0.16% 65
2021
Q2 		– Sell
-200
Closed -$7K – 1862
2021
Q1 		$7K Hold
200
– – ﹤0.01% 1479
2020
Q4 		$9K Sell
200
-4,300
-96% -$158K ﹤0.01% 1230
2020
Q3 		$90K Buy
+4,500
New +$88K 0.01% 497

Other funds holding XPEV

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Valeo Financial Advisors's XPEV Position: Q2 2026 in Review

Valeo Financial Advisors increased its XPeng (XPEV) stake by 0.27% in Q2 2026, buying an estimated $16.7K and bringing the position to 387,230 shares worth $5.13M. The position accounts for 0.11% of the portfolio, ranked #96.

Valeo Financial Advisors first reported a position in XPEV in Q3 2020 and has held it in 5 quarters since. The position peaked at $6.61M in Q1 2026. 15 funds tracked by Wall St. Rank hold XPEV as of Q2 2026.

  • Valeo Financial Advisors held 387,230 shares of XPeng worth $5.13M as of Q2 2026.
  • Valeo Financial Advisors bought 1,052 XPeng shares in Q2 2026, an estimated $16.7K.
  • XPeng made up 0.11% of Valeo Financial Advisors's portfolio in Q2 2026, its #96 holding.
  • Valeo Financial Advisors first reported a position in XPeng in Q3 2020 and has held it in 5 quarters since.
  • Valeo Financial Advisors's XPeng position peaked at $6.61M in Q1 2026.
  • 15 funds tracked by Wall St. Rank held XPeng as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.