Barnes Wealth Management Group
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Barnes Wealth Management Group’s Tesla TSLA Stock Holding History

Barnes Wealth Management Group’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$828K Buy
2,333
+17
+0.7% +$6.08K 0.37% 69
2026
Q2 		$974K Sell
2,316
-176
-7% -$70K 0.45% 58
2026
Q1 		$926K Buy
2,492
+128
+5% +$52.7K 0.47% 59
2025
Q4 		$1.06M Sell
2,364
-157
-6% -$69.6K 0.57% 48
2025
Q3 		$1.12M Buy
2,521
+27
+1% +$9.36K 0.62% 44
2025
Q2 		$792K Buy
2,494
+59
+2% +$17.8K 0.47% 56
2025
Q1 		$631K Sell
2,435
-100
-4% -$33.3K 0.41% 62
2024
Q4 		$1.02M Buy
+2,535
New +$816K 0.69% 41

Other funds holding TSLA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barnes Wealth Management Group's TSLA Position: Q3 2026 in Review

Barnes Wealth Management Group increased its Tesla (TSLA) stake by 0.73% in Q3 2026, buying an estimated $6.08K and bringing the position to 2,333 shares worth $828K. The position accounts for 0.37% of the portfolio, ranked #69.

Barnes Wealth Management Group first reported a position in TSLA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q3 2025. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Barnes Wealth Management Group held 2,333 shares of Tesla worth $828K as of Q3 2026.
  • Barnes Wealth Management Group bought 17 Tesla shares in Q3 2026, an estimated $6.08K.
  • Tesla made up 0.37% of Barnes Wealth Management Group's portfolio in Q3 2026, its #69 holding.
  • Barnes Wealth Management Group first reported a position in Tesla in Q4 2024 and has held it in 8 quarters since.
  • Barnes Wealth Management Group's Tesla position peaked at $1.12M in Q3 2025.
  • 2,958 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.