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TriaGen Wealth Management’s Tesla TSLA Stock Holding History

TriaGen 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 		$1.72M Hold
4,090
– – 0.43% 62
2026
Q1 		$1.52M Sell
4,090
-595
-13% -$245K 0.42% 55
2025
Q4 		$2.11M Sell
4,685
-165
-3% -$73.1K 0.55% 50
2025
Q3 		$2.16M Sell
4,850
-246
-5% -$85.3K 0.56% 58
2025
Q2 		$1.62M Sell
5,096
-132
-3% -$39.8K 0.49% 61
2025
Q1 		$1.35M Sell
5,228
-1,286
-20% -$429K 0.48% 56
2024
Q4 		$2.63M Sell
6,514
-6,148
-49% -$1.98M 0.89% 22
2024
Q3 		$3.31M Sell
12,662
-37
-0.3% -$8.44K 1.11% 17
2024
Q2 		$2.51M Buy
12,699
+182
+1% +$31.8K 0.97% 28
2024
Q1 		$2.2M Sell
12,517
-645
-5% -$126K 0.91% 31
2023
Q4 		$3.27M Sell
13,162
-372
-3% -$88.4K 1.56% 12
2023
Q3 		$3.39M Sell
13,534
-240
-2% -$61.6K 1.73% 10
2023
Q2 		$3.61M Buy
13,774
+183
+1% +$36.6K 1.65% 10
2023
Q1 		$2.82M Buy
13,591
+185
+1% +$32.3K 1.42% 17
2022
Q4 		$1.65M Sell
13,406
-4,668
-26% -$884K 0.92% 32
2022
Q3 		$4.79M Buy
18,074
+10,514
+139% +$2.94M 2.65% 6
2022
Q2 		$1.7M Sell
7,560
-744
-9% -$203K 1.21% 24
2022
Q1 		$2.98M Buy
8,304
+1,389
+20% +$433K 1.55% 12
2021
Q4 		$2.44M Sell
6,915
-351
-5% -$118K 1.2% 17
2021
Q3 		$1.88M Buy
7,266
+99
+1% +$23.3K 1.02% 25
2021
Q2 		$1.64M Buy
7,167
+114
+2% +$24.7K 0.85% 41
2021
Q1 		$1.57M Sell
7,053
-3,807
-35% -$956K 0.9% 43
2020
Q4 		$2.56M Buy
+10,860
New +$1.85M 1.5% 13

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TriaGen Wealth Management held its Tesla (TSLA) position steady in Q2 2026 at 4,090 shares worth $1.72M. The position accounts for 0.43% of the portfolio, ranked #62.

TriaGen Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.79M in Q3 2022. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • TriaGen Wealth Management held 4,090 shares of Tesla worth $1.72M as of Q2 2026.
  • TriaGen Wealth Management left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.43% of TriaGen Wealth Management's portfolio in Q2 2026, its #62 holding.
  • TriaGen Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • TriaGen Wealth Management's Tesla position peaked at $4.79M in Q3 2022.
  • 4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.