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Trinity Wealth Management, LLC

SEC CIK
0001685364
Latest filing
Jul 7, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by Trinity Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TSLA overviewAll 13F holders of TSLAFull Q2 2026 holdings

Shares (Q2 2026)
555
Value
$233.4K
% of portfolio
0.1%
Quarters held
6
Since Q4 2021
Holdings of TSLA by Trinity Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026555$233.4K0.1%+555NewHolders
Q1 20260$00.0%−464−100.0%Sold outHolders
Q4 2025464$208.7K0.1%+6+1.3%AddedHolders
Q3 2025458$203.7K0.1%+458NewHolders
Q1 20250$00.0%−756−100.0%Sold outHolders
Q4 2024756$305.3K0.1%+756NewHolders
Q2 20220$00.0%−223−100.0%Sold outHolders
Q1 2022223$240.0K0.2%+8+3.7%AddedHolders
Q4 2021215$227.0K0.2%+215NewHolders