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Geneos Wealth Management’s Tesla TSLA Stock Holding History

Geneos 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
2026
Q1 		$8.19M Sell
22,024
-5,566
-20% -$2.29M 0.19% 122
2025
Q4 		$12.4M Sell
27,590
-557
-2% -$247K 0.3% 77
2025
Q3 		$12.5M Sell
28,147
-7,503
-21% -$2.6M 0.32% 71
2025
Q2 		$11.3M Sell
35,650
-28,117
-44% -$8.47M 0.28% 86
2025
Q1 		$16.5M Buy
63,767
+43,964
+222% +$14.7M 0.24% 104
2024
Q4 		$8M Sell
19,803
-9,290
-32% -$2.99M 0.28% 77
2024
Q3 		$7.61M Buy
29,093
+505
+2% +$115K 0.29% 80
2024
Q2 		$5.66M Sell
28,588
-1,167
-4% -$204K 0.25% 90
2024
Q1 		$5.23M Sell
29,755
-2,113
-7% -$413K 0.24% 102
2023
Q4 		$7.92M Sell
31,868
-1,683
-5% -$400K 0.39% 56
2023
Q3 		$8.4M Buy
33,551
+4,825
+17% +$1.24M 0.43% 45
2023
Q2 		$7.52M Sell
28,726
-1,787
-6% -$357K 0.39% 49
2023
Q1 		$6.33M Buy
30,513
+3,798
+14% +$663K 0.38% 56
2022
Q4 		$3.29M Sell
26,715
-1,587
-6% -$300K 0.2% 126
2022
Q3 		$7.51M Sell
28,302
-6,387
-18% -$1.78M 0.52% 34
2022
Q2 		$7.88M Buy
34,689
+12
+0% +$3.28K 0.39% 50
2022
Q1 		$12.5M Sell
34,677
-4,269
-11% -$1.33M 0.53% 33
2021
Q4 		$13.7M Sell
38,946
-4,839
-11% -$1.62M 0.52% 38
2021
Q3 		$11.3M Sell
43,785
-1,563
-3% -$368K 0.43% 44
2021
Q2 		$10.3M Sell
45,348
-5,229
-10% -$1.14M 0.4% 52
2021
Q1 		$12M Buy
50,577
+22,539
+80% +$5.66M 0.33% 73
2020
Q4 		$5.59M Buy
28,038
+4,170
+17% +$712K 0.22% 107
2020
Q3 		$3.24M Buy
23,868
+633
+3% +$74.7K 0.17% 141
2020
Q2 		$1.49M Buy
23,235
+2,580
+12% +$140K 0.08% 230
2020
Q1 		$708K Sell
20,655
-270
-1% -$11.2K 0.05% 312
2019
Q4 		$600K Sell
20,925
-10,245
-33% -$222K 0.03% 405
2019
Q3 		$503K Sell
31,170
-8,760
-22% -$137K 0.03% 404
2019
Q2 		$594K Buy
39,930
+6,840
+21% +$106K 0.04% 367
2019
Q1 		$617K Buy
33,090
+4,290
+15% +$86.1K 0.04% 352
2018
Q4 		$641K Sell
28,800
-2,970
-9% -$63.9K 0.05% 321
2018
Q3 		$560K Buy
31,770
+7,080
+29% +$147K 0.04% 360
2018
Q2 		$564K Sell
24,690
-570
-2% -$11.6K 0.04% 307
2018
Q1 		$448K Buy
25,260
+1,035
+4% +$22.8K 0.04% 327
2017
Q4 		$502K Buy
24,225
+3,525
+17% +$76.7K 0.04% 314
2017
Q3 		$470K Sell
20,700
-345
-2% -$7.96K 0.05% 311
2017
Q2 		$507K Buy
21,045
+270
+1% +$5.94K 0.05% 289
2017
Q1 		$385K Sell
20,775
-1,500
-7% -$25.4K 0.04% 330
2016
Q4 		$317K Buy
22,275
+5,595
+34% +$73.5K 0.04% 352
2016
Q3 		$226K Sell
16,680
-2,160
-11% -$31.2K 0.03% 417
2016
Q2 		$271K Buy
18,840
+2,160
+13% +$32.7K 0.04% 373
2016
Q1 		$264K Buy
+16,680
New +$219K 0.04% 371

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Geneos Wealth Management's TSLA Position: Q1 2026 in Review

Geneos Wealth Management reduced its Tesla (TSLA) stake by 20% in Q1 2026, selling an estimated $2.29M and leaving 22,024 shares worth $8.19M. The position accounts for 0.19% of the portfolio, ranked #122.

Geneos Wealth Management first reported a position in TSLA in Q1 2016 and has held it in 41 quarters since. The position peaked at $16.5M in Q1 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Geneos Wealth Management held 22,024 shares of Tesla worth $8.19M as of Q1 2026.
  • Geneos Wealth Management sold 5,566 Tesla shares in Q1 2026, an estimated $2.29M.
  • Tesla made up 0.19% of Geneos Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Geneos Wealth Management first reported a position in Tesla in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Tesla position peaked at $16.5M in Q1 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.