AllGen Financial Advisors’s Tesla TSLA Stock Holding History

AllGen Financial Advisors’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$475K	Hold	1,129	–	–	0.1%	31
2026 Q1	$420K	Hold	1,129	–	–	0.1%	33
2025 Q4	$508K	Sell	1,129 -5	-0.4%	-$2.22K	0.12%	30
2025 Q3	$504K	Sell	1,134 -5	-0.4%	-$1.73K	0.12%	32
2025 Q2	$362K	Buy	1,139 +1	+0.1%	+$301	0.1%	36
2025 Q1	$295K	Buy	1,138 +9	+0.8%	+$3K	0.09%	33
2024 Q4	$456K	Buy	1,129 +1	+0.1%	+$322	0.15%	34
2024 Q3	$295K	Sell	1,128 -102	-8%	-$23.3K	0.1%	35
2024 Q2	$243K	Sell	1,230 -30	-2%	-$5.24K	0.09%	35
2024 Q1	$221K	Buy	+1,260	New	+$246K	0.09%	36
2022 Q3	–	Sell	-343,224	Closed	-$2.59M	–	40
2022 Q2	$2.59M	Buy	343,224 +342,528	+49,214%	+$93.5M	2.13%	13
2022 Q1	$250K	Buy	+696	New	+$217K	0.21%	32

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllGen Financial Advisors's TSLA Position: Q2 2026 in Review

AllGen Financial Advisors held its Tesla (TSLA) position steady in Q2 2026 at 1,129 shares worth $475K. The position accounts for 0.1% of the portfolio, ranked #31.

AllGen Financial Advisors first reported a position in TSLA in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.59M in Q2 2022. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

AllGen Financial Advisors held 1,129 shares of Tesla worth $475K as of Q2 2026.
AllGen Financial Advisors left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.1% of AllGen Financial Advisors's portfolio in Q2 2026, its #31 holding.
AllGen Financial Advisors first reported a position in Tesla in Q1 2022 and has held it in 12 quarters since.
AllGen Financial Advisors's Tesla position peaked at $2.59M in Q2 2022.
4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on AllGen Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.