GM
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GeoWealth Management’s Tesla TSLA Stock Holding History

GeoWealth 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
Q2 		$4.29M Buy
10,193
+507
+5% +$202K 0.13% 91
2026
Q1 		$3.6M Buy
9,686
+854
+10% +$352K 0.13% 106
2025
Q4 		$3.97M Sell
8,832
-693
-7% -$307K 0.15% 92
2025
Q3 		$4.24M Sell
9,525
-170
-2% -$59K 0.15% 84
2025
Q2 		$3.08M Buy
9,695
+680
+8% +$205K 0.12% 102
2025
Q1 		$2.34M Sell
9,015
-3,573
-28% -$1.19M 0.09% 125
2024
Q4 		$5.08M Buy
12,588
+726
+6% +$234K 0.17% 100
2024
Q3 		$3.1M Buy
11,862
+487
+4% +$111K 0.11% 142
2024
Q2 		$2.25M Buy
11,375
+2,849
+33% +$498K 0.1% 145
2024
Q1 		$1.5M Buy
8,526
+1,112
+15% +$217K 0.06% 224
2023
Q4 		$1.84M Buy
7,414
+7,156
+2,774% +$1.7M 0.15% 127
2023
Q3 		$65K Sell
258
-9
-3% -$2.31K 0.01% 374
2023
Q2 		$70K Sell
267
-130
-33% -$26K 0.01% 310
2023
Q1 		$82K Sell
397
-1,094
-73% -$191K 0.01% 255
2022
Q4 		$183K Sell
1,491
-273
-15% -$51.7K 0.02% 256
2022
Q3 		$469K Sell
1,764
-477
-21% -$133K 0.05% 175
2022
Q2 		$503K Buy
2,241
+54
+2% +$14.7K 0.07% 160
2022
Q1 		$785K Sell
2,187
-2,178
-50% -$678K 0.07% 168
2021
Q4 		$1.54M Sell
4,365
-795
-15% -$267K 0.13% 119
2021
Q3 		$1.33M Buy
+5,160
New +$1.21M 0.11% 140

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GeoWealth Management's TSLA Position: Q2 2026 in Review

GeoWealth Management increased its Tesla (TSLA) stake by 5.2% in Q2 2026, buying an estimated $202K and bringing the position to 10,193 shares worth $4.29M. The position accounts for 0.13% of the portfolio, ranked #91.

GeoWealth Management first reported a position in TSLA in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.08M in Q4 2024. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • GeoWealth Management held 10,193 shares of Tesla worth $4.29M as of Q2 2026.
  • GeoWealth Management bought 507 Tesla shares in Q2 2026, an estimated $202K.
  • Tesla made up 0.13% of GeoWealth Management's portfolio in Q2 2026, its #91 holding.
  • GeoWealth Management first reported a position in Tesla in Q3 2021 and has held it in 20 quarters since.
  • GeoWealth Management's Tesla position peaked at $5.08M in Q4 2024.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.