JGP Wealth Management
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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
Q3 		$1.47M Buy
4,152
+105
+3% +$37.6K 0.13% 90
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% +$9.7K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

JGP Wealth Management's TSLA Position: Q3 2026 in Review

JGP Wealth Management increased its Tesla (TSLA) stake by 2.6% in Q3 2026, buying an estimated $37.6K and bringing the position to 4,152 shares worth $1.47M. The position accounts for 0.13% of the portfolio, ranked #90.

JGP Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.79M in Q4 2025. 1,844 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • JGP Wealth Management held 4,152 shares of Tesla worth $1.47M as of Q3 2026.
  • JGP Wealth Management bought 105 Tesla shares in Q3 2026, an estimated $37.6K.
  • Tesla made up 0.13% of JGP Wealth Management's portfolio in Q3 2026, its #90 holding.
  • JGP Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 24 quarters since.
  • JGP Wealth Management's Tesla position peaked at $1.79M in Q4 2025.
  • 1,844 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.