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JGP Wealth Management’s Tesla TSLA Stock Holding History

JGP 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
Q2 		$1.7M Buy
4,047
+16
+0.4% +$6.36K 0.15% 79
2026
Q1 		$1.5M Buy
4,031
+41
+1% +$16.9K 0.16% 78
2025
Q4 		$1.79M Buy
3,990
+124
+3% +$55K 0.19% 74
2025
Q3 		$1.69M Buy
3,866
+28
+0.7% +$9.71K 0.19% 73
2025
Q2 		$1.22M Buy
3,838
+488
+15% +$147K 0.15% 88
2025
Q1 		$868K Sell
3,350
-649
-16% -$216K 0.11% 101
2024
Q4 		$1.61M Buy
3,999
+147
+4% +$47.3K 0.21% 69
2024
Q3 		$1.01M Buy
3,852
+30
+0.8% +$6.84K 0.13% 88
2024
Q2 		$756K Sell
3,822
-465
-11% -$81.3K 0.11% 100
2024
Q1 		$754K Buy
4,287
+359
+9% +$70.1K 0.11% 100
2023
Q4 		$976K Sell
3,928
-161
-4% -$38.3K 0.14% 87
2023
Q3 		$1.02M Buy
4,089
+608
+17% +$156K 0.17% 80
2023
Q2 		$911K Sell
3,481
-2
-0.1% -$400 0.15% 84
2023
Q1 		$723K Buy
3,483
+277
+9% +$48.3K 0.13% 94
2022
Q4 		$395K Sell
3,206
-300
-9% -$56.8K 0.07% 118
2022
Q3 		$782K Buy
3,506
+2,309
+193% +$645K 0.16% 82
2022
Q2 		$277K Sell
1,197
-24
-2% -$6.55K 0.06% 128
2022
Q1 		$418K Buy
1,221
+318
+35% +$99K 0.08% 114
2021
Q4 		$328K Sell
903
-201
-18% -$67.4K 0.06% 130
2021
Q3 		$286K Sell
1,104
-150
-12% -$35.3K 0.06% 133
2021
Q2 		$284K Buy
1,254
+111
+10% +$24.1K 0.06% 135
2021
Q1 		$255K Sell
1,143
-198
-15% -$49.7K 0.06% 135
2020
Q4 		$380K Buy
+1,341
New +$229K 0.09% 107

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

JGP Wealth Management's TSLA Position: Q2 2026 in Review

JGP Wealth Management increased its Tesla (TSLA) stake by 0.4% in Q2 2026, buying an estimated $6.36K and bringing the position to 4,047 shares worth $1.7M. The position accounts for 0.15% of the portfolio, ranked #79.

JGP Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.79M in Q4 2025. 1,602 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • JGP Wealth Management held 4,047 shares of Tesla worth $1.7M as of Q2 2026.
  • JGP Wealth Management bought 16 Tesla shares in Q2 2026, an estimated $6.36K.
  • Tesla made up 0.15% of JGP Wealth Management's portfolio in Q2 2026, its #79 holding.
  • JGP Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • JGP Wealth Management's Tesla position peaked at $1.79M in Q4 2025.
  • 1,602 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.