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CCG Wealth Management’s Tesla TSLA Stock Holding History

CCG 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
Q1 		$4.66M Buy
12,530
+8,033
+179% +$3.31M 1.26% 17
2025
Q4 		$2.02M Sell
4,497
-5,809
-56% -$2.58M 0.87% 18
2025
Q3 		$4.58M Buy
10,306
+4,754
+86% +$1.65M 2.16% 8
2025
Q2 		$1.76M Buy
5,552
+82
+1% +$24.7K 0.93% 23
2025
Q1 		$1.42M Buy
5,470
+140
+3% +$46.7K 0.85% 23
2024
Q4 		$2.15M Buy
5,330
+585
+12% +$188K 1.2% 19
2024
Q3 		$1.24M Sell
4,745
-1,774
-27% -$405K 0.69% 25
2024
Q2 		$1.29M Buy
6,519
+297
+5% +$51.9K 0.73% 23
2024
Q1 		$1.09M Buy
6,222
+3,408
+121% +$666K 0.66% 27
2023
Q4 		$699K Sell
2,814
-3,304
-54% -$785K 0.47% 28
2023
Q3 		$1.53M Buy
6,118
+3,149
+106% +$809K 1% 21
2023
Q2 		$777K Sell
2,969
-162
-5% -$32.4K 0.49% 25
2023
Q1 		$650K Sell
3,131
-223
-7% -$38.9K 0.43% 27
2022
Q4 		$413K Buy
3,354
+534
+19% +$101K 0.23% 48
2022
Q3 		$748K Buy
2,820
+45
+2% +$12.6K 0.46% 28
2022
Q2 		$623K Buy
2,775
+45
+2% +$12.3K 0.35% 33
2022
Q1 		$981K Sell
2,730
-3,150
-54% -$981K 0.48% 31
2021
Q4 		$2.07M Buy
5,880
+30
+0.5% +$10.1K 1.08% 19
2021
Q3 		$1.51M Hold
5,850
– – 0.88% 29
2021
Q2 		$1.32M Buy
+5,850
New +$1.27M 1.03% 22

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCG Wealth Management's TSLA Position: Q1 2026 in Review

CCG Wealth Management increased its Tesla (TSLA) stake by 179% in Q1 2026, buying an estimated $3.31M and bringing the position to 12,530 shares worth $4.66M. The position accounts for 1.26% of the portfolio, ranked #17.

CCG Wealth Management first reported a position in TSLA in Q2 2021 and has held it in 20 quarters since. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • CCG Wealth Management held 12,530 shares of Tesla worth $4.66M as of Q1 2026.
  • CCG Wealth Management bought 8,033 Tesla shares in Q1 2026, an estimated $3.31M.
  • Tesla made up 1.26% of CCG Wealth Management's portfolio in Q1 2026, its #17 holding.
  • CCG Wealth Management first reported a position in Tesla in Q2 2021 and has held it in 20 quarters since.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.