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JFG Wealth Management’s Tesla TSLA Stock Holding History

JFG 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
2025
Q3 		$1.02M Buy
2,284
+454
+25% +$157K 0.2% 30
2025
Q2 		$581K Sell
1,830
-2,646
-59% -$797K 0.12% 39
2025
Q1 		$1.16M Buy
4,476
+250
+6% +$83.3K 0.26% 30
2024
Q4 		$1.71M Buy
+4,226
New +$1.36M 0.39% 26
2024
Q1 		– Sell
-2,849
Closed -$708K – 78
2023
Q4 		$708K Buy
2,849
+549
+24% +$130K 0.2% 27
2023
Q3 		$576K Buy
2,300
+300
+15% +$77.1K 0.19% 17
2023
Q2 		$524K Buy
+2,000
New +$400K 0.16% 18

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JFG Wealth Management's TSLA Position: Q3 2025 in Review

JFG Wealth Management increased its Tesla (TSLA) stake by 25% in Q3 2025, buying an estimated $157K and bringing the position to 2,284 shares worth $1.02M. The position accounts for 0.2% of the portfolio, ranked #30.

JFG Wealth Management first reported a position in TSLA in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.71M in Q4 2024. 3,973 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

  • JFG Wealth Management held 2,284 shares of Tesla worth $1.02M as of Q3 2025.
  • JFG Wealth Management bought 454 Tesla shares in Q3 2025, an estimated $157K.
  • Tesla made up 0.2% of JFG Wealth Management's portfolio in Q3 2025, its #30 holding.
  • JFG Wealth Management first reported a position in Tesla in Q2 2023 and has held it in 7 quarters since.
  • JFG Wealth Management's Tesla position peaked at $1.71M in Q4 2024.
  • 3,973 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.