Geneos Wealth Management Inc. Tesla, Inc. Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Tesla, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 35,650 shares of TSLA stock, worth $15.5 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

35,650

Previous 25,301 40.9%

Holding current value

$15.5 Million

Previous $6.56 Million 72.7%

% of portfolio

0.29%

Previous 0.23%

39 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$221.86 - $362.89 $2.3 Million - $3.76 Million	10,349 Added 40.9%	35,650 $11.3 Million
Q1 2025 May 21, 2025	SELL	$222.15 - $428.22 $2.92 Million - $5.64 Million	-13,165 Reduced 34.23%	25,301 $6.56 Million
Q1 2025 May 07, 2025	BUY	$222.15 - $428.22 $4.15 Million - $7.99 Million	18,663 Added 94.24%	38,466 $9.97 Million
Q4 2024 Jan 21, 2025	SELL	$213.65 - $479.86 $1.98 Million - $4.46 Million	-9,290 Reduced 31.93%	19,803 $8 Million
Q3 2024 Nov 14, 2024	BUY	$191.76 - $263.26 $96,838 - $132,946	505 Added 1.77%	29,093 $7.61 Million
Q2 2024 Jul 23, 2024	SELL	$142.05 - $197.88 $165,772 - $230,925	-1,167 Reduced 3.92%	28,588 $5.66 Million
Q1 2024 May 03, 2024	SELL	$162.5 - $248.42 $343,362 - $524,911	-2,113 Reduced 6.63%	29,755 $5.23 Million
Q4 2023 Jan 26, 2024	SELL	$197.36 - $263.62 $332,156 - $443,672	-1,683 Reduced 5.02%	31,868 $7.92 Million
Q3 2023 Oct 11, 2023	BUY	$215.49 - $293.34 $1.04 Million - $1.42 Million	4,825 Added 16.8%	33,551 $8.4 Million
Q2 2023 Aug 08, 2023	SELL	$153.75 - $274.45 $274,751 - $490,442	-1,787 Reduced 5.86%	28,726 $7.52 Million
Q1 2023 Apr 25, 2023	BUY	$108.1 - $214.24 $410,563 - $813,683	3,798 Added 14.22%	30,513 $6.33 Million
Q4 2022 Jan 30, 2023	SELL	$109.1 - $249.44 $173,141 - $395,861	-1,587 Reduced 5.61%	26,715 $3.29 Million
Q3 2022 Nov 14, 2022	BUY	$265.25 - $927.96 $4.44 Million - $15.5 Million	16,739 Added 144.76%	28,302 $7.51 Million
Q2 2022 Jul 22, 2022	BUY	$628.16 - $1145.45 $2,512 - $4,581	4 Added 0.03%	11,563 $7.79 Million
Q1 2022 May 16, 2022	SELL	$764.04 - $1199.78 $1.09 Million - $1.71 Million	-1,423 Reduced 10.96%	11,559 $12.5 Million
Q4 2021 Feb 09, 2022	SELL	$775.22 - $1229.91 $1.25 Million - $1.98 Million	-1,613 Reduced 11.05%	12,982 $13.7 Million
Q3 2021 Nov 09, 2021	SELL	$643.38 - $791.36 $335,200 - $412,298	-521 Reduced 3.45%	14,595 $11.3 Million
Q2 2021 Jul 08, 2021	SELL	$563.46 - $762.32 $982,110 - $1.33 Million	-1,743 Reduced 10.34%	15,116 $10.3 Million
Q1 2021 Jun 17, 2021	BUY	$563.0 - $883.09 $4.23 Million - $6.63 Million	7,513 Added 80.39%	16,859 $12 Million
Q4 2020 May 19, 2021	BUY	$388.04 - $705.67 $539,375 - $980,881	1,390 Added 17.47%	9,346 $5.59 Million
Q3 2020 Sep 07, 2021	BUY	$223.93 - $498.32 $1.43 Million - $3.19 Million	6,407 Added 413.62%	7,956 $3.24 Million
Q2 2020 Sep 07, 2021	BUY	$90.89 - $215.96 $15,633 - $37,145	172 Added 12.49%	1,549 $1.49 Million
Q1 2020 Sep 07, 2021	SELL	$72.24 - $183.48 $1,300 - $3,302	-18 Reduced 1.29%	1,377 $708,000
Q4 2019 Sep 07, 2021	SELL	$46.29 - $86.19 $31,616 - $58,867	-683 Reduced 32.87%	1,395 $600,000
Q3 2019 Sep 07, 2021	SELL	$42.28 - $52.98 $24,691 - $30,940	-584 Reduced 21.94%	2,078 $503,000
Q2 2019 Sep 07, 2021	BUY	$35.79 - $58.36 $16,320 - $26,612	456 Added 20.67%	2,662 $594,000
Q1 2019 Sep 07, 2021	BUY	$52.08 - $69.46 $14,894 - $19,865	286 Added 14.9%	2,206 $617,000
Q4 2018 Sep 07, 2021	SELL	$50.11 - $75.36 $9,921 - $14,921	-198 Reduced 9.35%	1,920 $641,000
Q3 2018 Sep 07, 2021	BUY	$52.65 - $75.91 $24,850 - $35,829	472 Added 28.68%	2,118 $560,000
Q2 2018 Sep 07, 2021	SELL	$50.5 - $74.17 $1,919 - $2,818	-38 Reduced 2.26%	1,646 $564,000
Q1 2018 Sep 07, 2021	BUY	$51.56 - $71.48 $3,557 - $4,932	69 Added 4.27%	1,684 $448,000
Q4 2017 Sep 07, 2021	BUY	$59.85 - $71.93 $14,064 - $16,903	235 Added 17.03%	1,615 $502,000
Q3 2017 Sep 07, 2021	SELL	$63.91 - $77.0 $1,469 - $1,771	-23 Reduced 1.64%	1,380 $470,000
Q2 2017 Sep 07, 2021	BUY	N/A	18 Added 1.3%	1,403 $507,000
Q1 2017 Sep 07, 2021	SELL	N/A	-100 Reduced 6.73%	1,385 $385,000
Q4 2016 Sep 07, 2021	BUY	N/A	373 Added 33.54%	1,485 $317,000
Q3 2016 Sep 07, 2021	SELL	N/A	-144 Reduced 11.46%	1,112 $226,000
Q2 2016 Sep 07, 2021	BUY	N/A	144 Added 12.95%	1,256 $271,000
Q1 2016 Sep 07, 2021	BUY	N/A	1,112	1,112 $264,000

Others Institutions Holding TSLA

# of Institutions

4,403

Shares Held

1.55B

Call Options Held

225M

Put Options Held

291M

View Full List

About Tesla, Inc.

Ticker TSLA
Exchange NASDAQ
Sector Consumer Cyclical
Industry Auto Manufacturers
Shares Outstandng 3,157,750,016
Market Cap $1.37T
Description
Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. The company operates in two segments, Automotive, and Energy Generation and Storage. The Automotive segment offers electric vehicles, as well as sells automotive regulatory ...

More about TSLA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Tesla, Inc. Transaction History