TWM
TSLA icon

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
Q3 		$1.45M Hold
4,090
– – 0.35% 75
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

SDH
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

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

TriaGen Wealth Management held its Tesla (TSLA) position steady in Q3 2026 at 4,090 shares worth $1.45M. The position accounts for 0.35% of the portfolio, ranked #75.

TriaGen Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.79M in Q3 2022. 514 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • TriaGen Wealth Management held 4,090 shares of Tesla worth $1.45M as of Q3 2026.
  • TriaGen Wealth Management left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.35% of TriaGen Wealth Management's portfolio in Q3 2026, its #75 holding.
  • TriaGen Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 24 quarters since.
  • TriaGen Wealth Management's Tesla position peaked at $4.79M in Q3 2022.
  • 514 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.