Geneos Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
35,650
-28,117
| -44% | -$8.93M | 0.28% | 86 |
|
|
2025
Q1 | $16.5M | Buy |
63,767
+43,964
| +222% | +$11.4M | 0.24% | 104 |
|
|
2024
Q4 | $8M | Sell |
19,803
-9,290
| -32% | -$3.75M | 0.28% | 77 |
|
|
2024
Q3 | $7.61M | Buy |
29,093
+505
| +2% | +$132K | 0.29% | 80 |
|
|
2024
Q2 | $5.66M | Sell |
28,588
-1,167
| -4% | -$231K | 0.25% | 90 |
|
|
2024
Q1 | $5.23M | Sell |
29,755
-2,113
| -7% | -$371K | 0.24% | 102 |
|
|
2023
Q4 | $7.92M | Sell |
31,868
-1,683
| -5% | -$418K | 0.39% | 56 |
|
|
2023
Q3 | $8.4M | Buy |
33,551
+4,825
| +17% | +$1.21M | 0.43% | 45 |
|
|
2023
Q2 | $7.52M | Sell |
28,726
-1,787
| -6% | -$468K | 0.39% | 49 |
|
|
2023
Q1 | $6.33M | Buy |
30,513
+3,798
| +14% | +$788K | 0.38% | 56 |
|
|
2022
Q4 | $3.29M | Sell |
26,715
-1,587
| -6% | -$195K | 0.2% | 126 |
|
|
2022
Q3 | $7.51M | Sell |
28,302
-6,387
| -18% | -$1.69M | 0.52% | 34 |
|
|
2022
Q2 | $7.88M | Buy |
34,689
+12
| +0% | +$2.73K | 0.39% | 50 |
|
|
2022
Q1 | $12.5M | Sell |
34,677
-4,269
| -11% | -$1.53M | 0.53% | 33 |
|
|
2021
Q4 | $13.7M | Sell |
38,946
-4,839
| -11% | -$1.7M | 0.52% | 38 |
|
|
2021
Q3 | $11.3M | Sell |
43,785
-1,563
| -3% | -$404K | 0.43% | 44 |
|
|
2021
Q2 | $10.3M | Sell |
45,348
-5,229
| -10% | -$1.18M | 0.4% | 52 |
|
|
2021
Q1 | $12M | Buy |
50,577
+22,539
| +80% | +$5.33M | 0.33% | 73 |
|
|
2020
Q4 | $5.59M | Buy |
28,038
+4,170
| +17% | +$831K | 0.22% | 107 |
|
|
2020
Q3 | $3.24M | Buy |
23,868
+633
| +3% | +$85.9K | 0.17% | 141 |
|
|
2020
Q2 | $1.49M | Buy |
23,235
+2,580
| +12% | +$165K | 0.08% | 230 |
|
|
2020
Q1 | $708K | Sell |
20,655
-270
| -1% | -$9.26K | 0.05% | 312 |
|
|
2019
Q4 | $600K | Sell |
20,925
-10,245
| -33% | -$294K | 0.03% | 405 |
|
|
2019
Q3 | $503K | Sell |
31,170
-8,760
| -22% | -$141K | 0.03% | 404 |
|
|
2019
Q2 | $594K | Buy |
39,930
+6,840
| +21% | +$102K | 0.04% | 367 |
|
|
2019
Q1 | $617K | Buy |
33,090
+4,290
| +15% | +$80K | 0.04% | 352 |
|
|
2018
Q4 | $641K | Sell |
28,800
-2,970
| -9% | -$66.1K | 0.05% | 321 |
|
|
2018
Q3 | $560K | Buy |
31,770
+7,080
| +29% | +$125K | 0.04% | 360 |
|
|
2018
Q2 | $564K | Sell |
24,690
-570
| -2% | -$13K | 0.04% | 307 |
|
|
2018
Q1 | $448K | Buy |
25,260
+1,035
| +4% | +$18.4K | 0.04% | 327 |
|
|
2017
Q4 | $502K | Buy |
24,225
+3,525
| +17% | +$73K | 0.04% | 314 |
|
|
2017
Q3 | $470K | Sell |
20,700
-345
| -2% | -$7.83K | 0.05% | 311 |
|
|
2017
Q2 | $507K | Buy |
21,045
+270
| +1% | +$6.51K | 0.05% | 289 |
|
|
2017
Q1 | $385K | Sell |
20,775
-1,500
| -7% | -$27.8K | 0.04% | 330 |
|
|
2016
Q4 | $317K | Buy |
22,275
+5,595
| +34% | +$79.6K | 0.04% | 352 |
|
|
2016
Q3 | $226K | Sell |
16,680
-2,160
| -11% | -$29.3K | 0.03% | 417 |
|
|
2016
Q2 | $271K | Buy |
18,840
+2,160
| +13% | +$31.1K | 0.04% | 373 |
|
|
2016
Q1 | $264K | Buy |
+16,680
| New | +$264K | 0.04% | 371 |
|