CW
TSLA icon

CrossGen Wealth’s Tesla TSLA Stock Holding History

CrossGen Wealth’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 		$151K Sell
358
-1,500
-81% -$597K 0.12% 73
2026
Q1 		$691K Buy
1,858
+1,359
+272% +$560K 0.61% 34
2025
Q4 		$224K Buy
+499
New +$221K 0.2% 63

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

CrossGen Wealth's TSLA Position: Q2 2026 in Review

CrossGen Wealth reduced its Tesla (TSLA) stake by 81% in Q2 2026, selling an estimated $597K and leaving 358 shares worth $151K. The position accounts for 0.12% of the portfolio, ranked #73.

CrossGen Wealth first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $691K in Q1 2026. 4,277 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • CrossGen Wealth held 358 shares of Tesla worth $151K as of Q2 2026.
  • CrossGen Wealth sold 1,500 Tesla shares in Q2 2026, an estimated $597K.
  • Tesla made up 0.12% of CrossGen Wealth's portfolio in Q2 2026, its #73 holding.
  • CrossGen Wealth first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • CrossGen Wealth's Tesla position peaked at $691K in Q1 2026.
  • 4,277 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.