Tesla, Inc.
IT ˙ BIT ˙ US88160R1014
368,80 € ↑6,65 (1,84%)
2026-06-03
AKTIENPREIS
SecurityIT:1TSLA / Tesla, Inc.
InstitutionCcg Wealth Management, Llc
Latest Disclosed Ownership12,530 shares
Latest Disclosed Value $ 4,658,157
Ccg Wealth Management, Llc reports 178.63% increase in ownership of 1TSLA / Tesla, Inc.

On April 8, 2026 - Ccg Wealth Management, Llc filed a 13F-HR form disclosing ownership of 12,530 shares of Tesla, Inc. (IT:1TSLA) valued at $3,975,769 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 4,497 shares of Tesla, Inc.. This represents a change in shares of 178.63% during the quarter. The current value of the position is $4,621,064 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-08 2026-03-31 13F TESLA COM 88160R101 12,530 8,033 178.63 4,658 130.37 1.2627
2026-01-21 2025-12-31 13F TESLA COM 88160R101 4,497 -5,809 -56.37 2,022 -55.88 0.8667
2025-11-03 2025-09-30 13F TESLA COM 88160R101 10,306 4,754 85.63 4,583 159.95 2.1604
2025-07-25 2025-06-30 13F TESLA COM 88160R101 5,552 82 1.50 1,764 24.42 0.9294
2025-04-22 2025-03-31 13F TESLA COM 88160R101 5,470 140 2.63 1,418 -34.15 0.8480
2025-01-24 2024-12-31 13F TESLA COM 88160R101 5,330 585 12.33 2,152 73.41 1.1984
2024-10-15 2024-09-30 13F TESLA COM 88160R101 4,745 -1,774 -27.21 1,241 -3.72 0.6948
2024-07-31 2024-06-30 13F TESLA COM 88160R101 6,519 297 4.77 1,290 17.93 0.7276
2024-04-18 2024-03-31 13F TESLA COM 88160R101 6,222 3,408 121.11 1,094 56.37 0.6588
2024-01-30 2023-12-31 13F TESLA COM 88160R101 2,814 -3,304 -54.00 699 -54.31 0.4694
2023-10-10 2023-09-30 13F TESLA COM 88160R101 6,118 3,149 106.06 1,531 96.91 1.0021
2023-07-14 2023-06-30 13F TESLA COM 88160R101 2,969 -162 -5.17 777 19.72 0.4881
2023-04-12 2023-03-31 13F TESLA COM 88160R101 3,131 -223 -6.65 650 57.14 0.4296
2023-01-19 2022-12-31 13F TESLA COM 88160R101 3,354 534 18.94 413 -44.79 0.2295
2022-10-18 2022-09-30 13F TESLA COM 88160R101 2,820 1,895 204.86 748 20.06 0.4567
2022-07-15 2022-06-30 13F TESLA COM 88160R101 925 15 1.65 623 -36.49 0.3509
2022-04-12 2022-03-31 13F TESLA COM 88160R101 910 -1,050 -53.57 981 -52.63 0.4807
2022-01-20 2021-12-31 13F TESLA COM 88160R101 1,960 10 0.51 2,071 36.97 1.0796
2021-10-26 2021-09-30 13F TESLA COM 88160R101 1,950 0 0.00 1,512 14.11 0.8756
2021-07-16 2021-06-30 13F TESLA COM 88160R101 1,950 1,950 1,325 1.0294
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.