Position in TSLA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,702,168
+$203,644 QoQ
Shares Held
4,047
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,974
of 4,245 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026JGP Wealth Management, LLC holds $1,899,965 across 2 Auto Manufacturers names. TSLA ranks #1 (89.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
4,047 | $1,702,168 | |
| 2 | F |
Ford Motor Co
|
14,230 | $197,797 |
All Filings in TSLA
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,702,168 | 4,047 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,498,524 | 4,031 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,794,382 | 3,990 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,719,287 | 3,866 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,219,179 | 3,838 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $868,186 | 3,350 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,614,956 | 3,999 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,007,798 | 3,852 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $756,297 | 3,822 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $753,611 | 4,287 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $976,029 | 3,928 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,023,149 | 4,089 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $911,221 | 3,481 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $722,583 | 3,483 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $394,915 | 3,206 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $929,966 | 3,506 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $268,694 | 399 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $438,583 | 407 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $318,090 | 301 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $285,376 | 368 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $284,114 | 418 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $254,481 | 381 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $315,434 | 447 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||