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Green Ridge Wealth Planning’s Tesla TSLA Stock Holding History

Green Ridge Wealth Planning’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 		$1.4M Sell
3,943
-700
-15% -$251K 0.56% 30
2026
Q2 		$1.95M Sell
4,643
-21
-0.5% -$8.35K 0.82% 27
2026
Q1 		$1.73M Sell
4,664
-14
-0.3% -$5.77K 0.91% 28
2025
Q4 		$2.1M Buy
+4,678
New +$2.07M 1.08% 24

Other funds holding TSLA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Green Ridge Wealth Planning's TSLA Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Tesla (TSLA) stake by 15% in Q3 2026, selling an estimated $251K and leaving 3,943 shares worth $1.4M. The position accounts for 0.56% of the portfolio, ranked #30.

Green Ridge Wealth Planning first reported a position in TSLA in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.1M in Q4 2025. 138 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Green Ridge Wealth Planning held 3,943 shares of Tesla worth $1.4M as of Q3 2026.
  • Green Ridge Wealth Planning sold 700 Tesla shares in Q3 2026, an estimated $251K.
  • Tesla made up 0.56% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #30 holding.
  • Green Ridge Wealth Planning first reported a position in Tesla in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's Tesla position peaked at $2.1M in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.