Refined Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$216K Buy
609
+3
+0.5% +$1.07K 0.12% 42
2026
Q2
$255K Hold
606
– – 0.15% 39
2026
Q1
$225K Sell
606
-135
-18% -$55.6K 0.14% 42
2025
Q4
$333K Buy
741
+73
+11% +$32.4K 0.22% 31
2025
Q3
$297K Hold
668
– – 0.19% 27
2025
Q2
$212K Buy
+668
New +$201K 0.15% 27
2025
Q1
– Sell
-517
Closed -$209K – 29
2024
Q4
$209K Buy
+517
New +$166K 0.16% 24

Other funds holding TSLA

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

Refined Wealth Management increased its Tesla (TSLA) stake by 0.5% in Q3 2026, buying an estimated $1.07K and bringing the position to 609 shares worth $216K. The position accounts for 0.12% of the portfolio, ranked #42.

Refined Wealth Management first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $333K in Q4 2025. 1,394 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Refined Wealth Management held 609 shares of Tesla worth $216K as of Q3 2026.
  • Refined Wealth Management bought 3 Tesla shares in Q3 2026, an estimated $1.07K.
  • Tesla made up 0.12% of Refined Wealth Management's portfolio in Q3 2026, its #42 holding.
  • Refined Wealth Management first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Refined Wealth Management's Tesla position peaked at $333K in Q4 2025.
  • 1,394 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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