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BCGM Wealth Management’s Tesla TSLA Stock Holding History

BCGM Wealth Management’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
Q2 		$493K Buy
1,172
+351
+43% +$140K 0.1% 115
2026
Q1 		$305K Buy
821
+8
+1% +$3.3K 0.08% 148
2025
Q4 		$366K Sell
813
-2,032
-71% -$901K 0.09% 129
2025
Q3 		$1.27M Buy
2,845
+113
+4% +$39.2K 0.33% 72
2025
Q2 		$868K Buy
2,732
+3
+0.1% +$904 0.24% 81
2025
Q1 		$707K Buy
2,729
+101
+4% +$33.7K 0.22% 84
2024
Q4 		$1.06M Buy
2,628
+19
+0.7% +$6.11K 0.34% 68
2024
Q3 		$683K Buy
2,609
+196
+8% +$44.7K 0.22% 83
2024
Q2 		$477K Sell
2,413
-60
-2% -$10.5K 0.17% 97
2024
Q1 		$435K Buy
2,473
+227
+10% +$44.4K 0.16% 95
2023
Q4 		$558K Hold
2,246
– – 0.23% 72
2023
Q3 		$562K Hold
2,246
– – 0.26% 65
2023
Q2 		$588K Sell
2,246
-38
-2% -$7.6K 0.26% 65
2023
Q1 		$474K Buy
+2,284
New +$398K 0.24% 68
2022
Q4 		– Sell
-1,119
Closed -$241K – 111
2022
Q3 		$241K Sell
1,119
-3
-0.3% -$838 0.12% 98
2022
Q2 		$333K Sell
1,122
-3
-0.3% -$819 0.17% 81
2022
Q1 		$327K Hold
1,125
– – 0.18% 83
2021
Q4 		$396K Hold
1,125
– – 0.21% 75
2021
Q3 		$418K Hold
1,125
– – 0.23% 70
2021
Q2 		$258K Hold
1,125
– – 0.15% 89
2021
Q1 		$270K Buy
1,125
+48
+4% +$12.1K 0.18% 83
2020
Q4 		$293K Buy
+1,077
New +$184K 0.21% 75

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCGM Wealth Management's TSLA Position: Q2 2026 in Review

BCGM Wealth Management increased its Tesla (TSLA) stake by 43% in Q2 2026, buying an estimated $140K and bringing the position to 1,172 shares worth $493K. The position accounts for 0.1% of the portfolio, ranked #115.

BCGM Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.27M in Q3 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • BCGM Wealth Management held 1,172 shares of Tesla worth $493K as of Q2 2026.
  • BCGM Wealth Management bought 351 Tesla shares in Q2 2026, an estimated $140K.
  • Tesla made up 0.1% of BCGM Wealth Management's portfolio in Q2 2026, its #115 holding.
  • BCGM Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 22 quarters since.
  • BCGM Wealth Management's Tesla position peaked at $1.27M in Q3 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.