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Gerald Baker Financial Group’s Tesla TSLA Stock Holding History

Gerald Baker Financial Group’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 		$1.17M Buy
2,774
+95
+4% +$37.8K 0.33% 59
2026
Q1 		$996K Buy
+2,679
New +$1.1M 0.32% 61

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

Gerald Baker Financial Group's TSLA Position: Q2 2026 in Review

Gerald Baker Financial Group increased its Tesla (TSLA) stake by 3.5% in Q2 2026, buying an estimated $37.8K and bringing the position to 2,774 shares worth $1.17M. The position accounts for 0.33% of the portfolio, ranked #59.

Gerald Baker Financial Group first reported a position in TSLA in Q1 2026 and has held it in 2 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Gerald Baker Financial Group held 2,774 shares of Tesla worth $1.17M as of Q2 2026.
  • Gerald Baker Financial Group bought 95 Tesla shares in Q2 2026, an estimated $37.8K.
  • Tesla made up 0.33% of Gerald Baker Financial Group's portfolio in Q2 2026, its #59 holding.
  • Gerald Baker Financial Group first reported a position in Tesla in Q1 2026 and has held it in 2 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.