PERSONAL CFO SOLUTIONS, LLC

Position in TSLA — Tesla, Inc.

CIK 1677501 CHESTER, NJ

Position in TSLA

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$4,540,554

+$93,723 QoQ

Shares Held

12,214

+23.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 6.173749283550315.ToString("F0")% Shared 0.ToString("F0")% None 93.82625071644969.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

PERSONAL CFO SOLUTIONS, LLC holds $5,357,619 across 3 Auto Manufacturers names. TSLA ranks #1 (84.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	12,214	$4,540,554
2	GM	General Motors Co	5,506	$410,197
3	CYD	China Yuchai International Ltd	10,568	$406,868

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,540,554	12,214	+23.5%	Shares	Sole	2026-04-30
2025-12-31	$4,446,831	9,888	+0.4%	Shares	Defined	2026-01-22
2025-09-30	$4,377,823	9,844	+5.8%	Shares	Defined	2025-11-10
2025-06-30	$2,954,873	9,302	-24.9%	Shares	Defined	2025-08-12
2025-03-31	$3,209,955	12,386	+18.5%	Shares	Defined	2025-04-30
2024-12-31	$4,219,724	10,449	-39.5%	Shares	Defined	2025-02-07
2024-09-30	$4,515,733	17,260	+2.4%	Shares	Defined	2024-11-14
2024-06-30	$3,335,069	16,854	-0.0%	Shares	Defined	2024-08-09
2024-03-31	$2,963,116	16,856	-1.5%	Shares	Defined	2024-05-13
2023-12-31	$4,253,232	17,117	+72.6%	Shares	Defined	2024-02-13
2023-09-30	$2,481,181	9,916	+9.0%	Shares	Defined	2023-11-13
2023-06-30	$2,382,368	9,101	+4.8%	Shares	Defined	2023-08-10
2023-03-31	$1,802,205	8,687	+4.8%	Shares	Defined	2023-05-09
2022-12-31	$1,021,039	8,289	-6.3%	Shares	Defined	2023-02-14
2022-09-30	$2,346,136	8,845	+233.3%	Shares	Defined	2022-11-01
2022-06-30	$595,752	2,654	+5.4%	Shares	Defined	2022-08-05
2022-03-31	$904,465	2,518	+1.5%	Shares	Defined	2022-05-02
2021-12-31	$873,957	2,481	+1.5%	Shares	Defined	2022-02-11
2021-09-30	$632,016	2,445	+3.3%	Shares	Defined	2021-11-18
2021-06-30	$536,283	2,367	+4.8%	Shares	Defined	2021-07-22
2021-03-31	$502,951	2,259	-26.4%	Shares	Defined	2021-04-21
2020-12-31	$722,370	3,071	+13.4%	Shares	Defined	2021-02-09
2020-09-30	$387,395	2,709	—	Shares	Sole	2020-11-02
No filing history on record for this holder in this stock.