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Disclosery

GeoWealth Management, LLC: TSLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GeoWealth Management, LLC on TSLA, newest first. How the timeline and the estimate are built.

GeoWealth Management, LLC held 10,193 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,193 shares
    Change vs previous 13F +507 shares

    0.13% of the 13F portfolio, value $4,286,466.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,686 shares
    Change vs previous 13F +854 shares

    0.13% of the 13F portfolio, value $3,600,339.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,832 shares
    Change vs previous 13F -693 shares

    0.15% of the 13F portfolio, value $3,972,103.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,525 shares
    Change vs previous 13F -170 shares

    0.15% of the 13F portfolio, value $4,236,289.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,695 shares
    Change vs previous 13F +680 shares

    0.12% of the 13F portfolio, value $3,079,715.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,015 shares
    Change vs previous 13F -3,573 shares

    0.09% of the 13F portfolio, value $2,336,326.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,588 shares
    Change vs previous 13F +726 shares

    0.17% of the 13F portfolio, value $5,083,537.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,862 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,103,352.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).