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GoalVest Advisory LLC TSLA Position History
Tesla, Inc.
Quarters held
5
Latest value
$5.4M
Q3 2026
Peak value
$6.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.7M |
| Q4 2025 | $6.3M |
| Q1 2026 | $5.3M |
| Q2 2026 | $6.1M |
| Q3 2026 | $5.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.4M | 44.5K | — | — |
| Q2 2026 | $6.1M | 14.5K | — | — |
| Q1 2026 | $5.3M | 14.2K | — | — |
| Q4 2025 | $6.3M | 14.1K | — | — |
| Q3 2025 | $6.7M | 15.2K | — | — |
Other funds holding TSLA
$49.4B
$49.4B
$42.6B
$14.9B
$13.7B
$12.9B
$11.8B
$11.7B