Position in TSLA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,287,175
+$686,405 QoQ
Shares Held
10,193
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,292
of 4,245 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 5%
Shared 2%
None 93%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026GeoWealth Management, LLC holds $5,313,417 across 4 Auto Manufacturers names. TSLA ranks #1 (80.7% of the industry book) .
All Filings in TSLA
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,287,175 | 10,193 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $3,600,770 | 9,686 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,971,927 | 8,832 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $4,235,958 | 9,525 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,079,713 | 9,695 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $2,336,327 | 9,015 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $5,083,537 | 12,588 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,103,454 | 11,862 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,250,884 | 11,375 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,498,784 | 8,526 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,840,740 | 7,414 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $63,057 | 258 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $68,323 | 267 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $81,117 | 397 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $182,923 | 1,491 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $467,900 | 1,764 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $503,043 | 747 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $785,570 | 729 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,537,614 | 1,455 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,333,825 | 1,720 | Shares | Other | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||