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Certus Wealth Management’s Tesla TSLA Stock Holding History

Certus Wealth Management’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
2025
Q3 		$1.14M Hold
2,555
– – 0.68% 31
2025
Q2 		$812K Hold
2,555
– – 0.52% 35
2025
Q1 		$813K Buy
2,555
+333
+15% +$111K 0.55% 34
2024
Q4 		$779K Sell
2,222
-67
-3% -$21.6K 0.52% 33
2024
Q3 		$599K Hold
2,289
– – 0.42% 38
2024
Q2 		$453K Sell
2,289
-111
-5% -$19.4K 0.34% 44
2024
Q1 		$435K Sell
2,400
-547
-19% -$107K 0.35% 43
2023
Q4 		$732K Buy
2,947
+15
+0.5% +$3.56K 0.62% 32
2023
Q3 		$734K Hold
2,932
– – 0.7% 30
2023
Q2 		$768K Buy
+2,932
New +$586K 0.76% 36

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Certus Wealth Management's TSLA Position: Q3 2025 in Review

Certus Wealth Management held its Tesla (TSLA) position steady in Q3 2025 at 2,555 shares worth $1.14M. The position accounts for 0.68% of the portfolio, ranked #31.

Certus Wealth Management first reported a position in TSLA in Q2 2023 and has held it in 10 quarters since. 3,974 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

  • Certus Wealth Management held 2,555 shares of Tesla worth $1.14M as of Q3 2025.
  • Certus Wealth Management left its Tesla share count unchanged in Q3 2025.
  • Tesla made up 0.68% of Certus Wealth Management's portfolio in Q3 2025, its #31 holding.
  • Certus Wealth Management first reported a position in Tesla in Q2 2023 and has held it in 10 quarters since.
  • 3,974 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.