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JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC → TSLA
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC TSLA Position History
Tesla, Inc.
Quarters held
8
Latest value
$1.2M
Q3 2026
Peak value
$11.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.8M |
| Q4 2025 | $4.7M |
| Q1 2026 | $2.3M |
| Q1 2026 | $1.2M |
| Q2 2026 | $2.4M |
| Q2 2026 | $1.5M |
| Q3 2026 | $1.5M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 3.5K | — | — |
| Q3 2026 | $1.5M | 4.1K | — | — |
| Q2 2026 | $1.5M | 3.5K | — | — |
| Q2 2026 | $2.4M | 5.8K | — | — |
| Q1 2026 | $1.2M | 3.3K | — | — |
| Q1 2026 | $2.3M | 6.2K | — | — |
| Q4 2025 | $4.7M | 10.5K | — | — |
| Q4 2025 | $11.8M | 26.2K | — | — |
Other funds holding TSLA
$49.4B
$49.4B
$42.6B
$14.9B
$13.7B
$12.9B
$11.8B
$11.7B