Gemmer Asset Management’s Tesla TSLA Stock Holding History

Gemmer Asset 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	$1.61M	Sell	3,819 -31	-0.8%	-$12.3K	0.11%	64
2026 Q1	$1.43M	Sell	3,850 -402	-9%	-$166K	0.11%	67
2025 Q4	$1.91M	Sell	4,252 -39	-0.9%	-$17.3K	0.15%	62
2025 Q3	$1.91M	Sell	4,291 -127	-3%	-$44K	0.15%	61
2025 Q2	$1.4M	Buy	4,418 +175	+4%	+$52.7K	0.12%	65
2025 Q1	$1.1M	Sell	4,243 -886	-17%	-$295K	0.11%	71
2024 Q4	$2.07M	Buy	5,129 +290	+6%	+$93.3K	0.2%	56
2024 Q3	$1.27M	Buy	4,839 +179	+4%	+$40.8K	0.13%	66
2024 Q2	$922K	Sell	4,660 -958	-17%	-$167K	0.1%	65
2024 Q1	$988K	Sell	5,618 -188	-3%	-$36.7K	0.11%	57
2023 Q4	$1.44M	Sell	5,806 -1,091	-16%	-$259K	0.18%	51
2023 Q3	$1.73M	Buy	6,897 +1,004	+17%	+$258K	0.23%	46
2023 Q2	$1.54M	Buy	5,893 +145	+3%	+$29K	0.21%	44
2023 Q1	$1.19M	Sell	5,748 -124	-2%	-$21.6K	0.17%	47
2022 Q4	$723K	Sell	5,872 -190	-3%	-$36K	0.11%	55
2022 Q3	$1.61M	Buy	6,062 +2,066	+52%	+$577K	0.27%	46
2022 Q2	$897K	Buy	3,996 +315	+9%	+$86K	0.14%	54
2022 Q1	$1.32M	Buy	3,681 +111	+3%	+$34.6K	0.16%	56
2021 Q4	$1.26M	Buy	3,570 +1,113	+45%	+$373K	0.15%	59
2021 Q3	$635K	Buy	2,457 +36	+1%	+$8.47K	0.09%	66
2021 Q2	$549K	Buy	2,421 +279	+13%	+$60.6K	0.08%	77
2021 Q1	$477K	Sell	2,142 -1,200	-36%	-$301K	0.07%	72
2020 Q4	$786K	Buy	3,342 +1,167	+54%	+$199K	0.13%	59
2020 Q3	$311K	Sell	2,175 -2,355	-52%	-$278K	0.06%	71
2020 Q2	$326K	Sell	4,530 -2,475	-35%	-$134K	0.07%	69
2020 Q1	$245K	Buy	7,005 +510	+8%	+$21.1K	0.07%	73
2019 Q4	$181K	Hold	6,495	–	–	0.04%	91
2019 Q3	$104K	Buy	6,495 +825	+15%	+$12.9K	0.03%	122
2019 Q2	$84K	Sell	5,670 -1,035	-15%	-$16.1K	0.02%	132
2019 Q1	$125K	Buy	6,705 +15	+0.2%	+$301	0.03%	111
2018 Q4	$148K	Sell	6,690 -120	-2%	-$2.58K	0.05%	94
2018 Q3	$120K	Sell	6,810 -2,760	-29%	-$57.5K	0.04%	105
2018 Q2	$219K	Hold	9,570	–	–	0.08%	76
2018 Q1	$170K	Buy	9,570 +435	+5%	+$9.57K	0.06%	90
2017 Q4	$190K	Buy	9,135 +150	+2%	+$3.26K	0.07%	84
2017 Q3	$204K	Sell	8,985 -2,700	-23%	-$62.3K	0.08%	81
2017 Q2	$282K	Buy	11,685 +300	+3%	+$6.6K	0.12%	69
2017 Q1	$211K	Buy	11,385 +870	+8%	+$14.7K	0.09%	76
2016 Q4	$150K	Hold	10,515	–	–	0.08%	78
2016 Q3	$143K	Sell	10,515 -75,000	-88%	-$1.08M	0.07%	80
2016 Q2	$1.21M	Buy	85,515 +750	+0.9%	+$11.4K	0.65%	26
2016 Q1	$1.3M	Buy	84,765 +75,750	+840%	+$996K	0.76%	23
2015 Q4	$144K	Buy	9,015 +675	+8%	+$10.1K	0.09%	84
2015 Q3	$138K	Buy	8,340 +1,500	+22%	+$25.5K	0.09%	90
2015 Q2	$122K	Sell	6,840 -2,265	-25%	-$35.8K	0.07%	97
2015 Q1	$115K	Hold	9,105	–	–	0.07%	100
2014 Q4	$135K	Buy	9,105 +4,950	+119%	+$77.4K	0.09%	87
2014 Q3	$67K	Buy	4,155 +2,055	+98%	+$33.9K	0.05%	139
2014 Q2	$34K	Hold	2,100	–	–	0.02%	210
2014 Q1	$29K	Buy	+2,100	New	+$28.1K	0.02%	236

Other funds holding TSLA

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return