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Von Berge Wealth Management Group’s Tesla TSLA Stock Holding History

Von Berge Wealth Management Group’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
2025
Q3 		– Sell
-6,792
Closed -$2.26M – 43
2025
Q2 		$2.26M Buy
6,792
+47
+0.7% +$14.2K 1.27% 17
2025
Q1 		$1.75M Buy
6,745
+750
+13% +$250K 1.13% 21
2024
Q4 		$2.4M Hold
5,995
– – 1.45% 18
2024
Q3 		$1.73M Sell
5,995
-480
-7% -$109K 1.07% 20
2024
Q2 		$1.36M Buy
6,475
+383
+6% +$66.9K 0.86% 25
2024
Q1 		$1.07M Buy
6,092
+193
+3% +$37.7K 0.69% 30
2023
Q4 		$1.29M Sell
5,899
-55
-0.9% -$13.1K 0.99% 24
2023
Q3 		$1.49M Sell
5,954
-80
-1% -$20.6K 1.27% 20
2023
Q2 		$1.58M Buy
6,034
+89
+1% +$17.8K 1.31% 21
2023
Q1 		$1.16M Buy
5,945
+1,676
+39% +$292K 1.03% 22
2022
Q4 		$759K Sell
4,269
-123
-3% -$23.3K 0.68% 29
2022
Q3 		$980K Sell
4,392
-24
-0.5% -$6.7K 1.04% 23
2022
Q2 		$1.05M Buy
4,416
+285
+7% +$77.8K 1.09% 22
2022
Q1 		$1.36M Buy
4,131
+3
+0.1% +$934 1.24% 21
2021
Q4 		$1.29M Buy
+4,128
New +$1.38M 1.19% 22

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Von Berge Wealth Management Group's TSLA Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Tesla (TSLA) in Q3 2025, closing a stake of 6,792 shares — an estimated $2.26M sold.

Von Berge Wealth Management Group first reported a position in TSLA in Q4 2021 and held it in 15 quarters. The position peaked at $2.4M in Q4 2024. 3,974 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Tesla position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 6,792 Tesla shares in Q3 2025, an estimated $2.26M.
  • Von Berge Wealth Management Group first reported a position in Tesla in Q4 2021 and held it in 15 quarters.
  • Von Berge Wealth Management Group's Tesla position peaked at $2.4M in Q4 2024.
  • 3,974 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.