Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionGM Advisory Group, Inc.
Latest Disclosed Ownership10,877 shares
Latest Disclosed Value $ 4,043,525
GM Advisory Group, Inc. reports 5.13% increase in ownership of TSLA / Tesla, Inc.

On April 28, 2026 - GM Advisory Group, Inc. filed a 13F-HR form disclosing ownership of 10,877 shares of Tesla, Inc. (CH:TSLA) valued at $4,043,525 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 10,346 shares of Tesla, Inc.. This represents a change in shares of 5.13% during the quarter.

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)
2026-04-28 2026-03-31 13F Tesla MTRS Inc Com Com 88160R101 10,877 531 5.13 4,044 -13.09 0.1495
2026-02-13 2025-12-31 13F Tesla MTRS Inc Com COM 88160R101 10,346 592 6.07 4,653 7.26 0.1823
2025-11-19 2025-09-30 13F TESLA COM 88160R101 9,754 -5,002 -33.90 4,338 -7.47 0.1844
2025-08-13 2025-06-30 13F TESLA COM 88160R101 14,756 505 3.54 4,687 26.92 0.2317
2025-05-14 2025-03-31 13F TESLA COM 88160R101 14,251 4,811 50.96 3,693 -3.12 0.1994
2025-02-11 2024-12-31 13F TESLA COM 88160R101 9,440 569 6.41 3,812 64.31 0.2110
2024-11-12 2024-09-30 13F TESLA COM 88160R101 8,871 2 0.02 2,321 32.27 0.1391
2024-08-12 2024-06-30 13F TESLA COM 88160R101 8,869 302 3.53 1,755 16.54 0.1132
2024-05-09 2024-03-31 13F TESLA COM 88160R101 8,567 -114 -1.31 1,506 -30.23 0.1056
2024-02-12 2023-12-31 13F TESLA COM 88160R101 8,681 -310 -3.45 2,157 -4.09 0.1629
2023-11-14 2023-09-30 13F TESLA COM 88160R101 8,991 -1,224 -11.98 2,250 -15.86 0.1838
2023-08-14 2023-06-30 13F TESLA COM 88160R101 10,215 1,808 21.51 2,674 53.27 0.2213
2023-05-12 2023-03-31 13F TESLA COM 88160R101 8,407 -7,062 -45.65 1,744 -8.45 0.1588
2023-02-13 2022-12-31 13F TESLA COM 88160R101 15,469 9,631 164.97 1,905 22.98 0.2033
2022-11-14 2022-09-30 13F TESLA COM 88160R101 5,838 3,896 200.62 1,549 18.43 0.1949
2022-08-15 2022-06-30 13F TESLA COM 88160R101 1,942 -64 -3.19 1,308 -39.50 0.2040
2022-05-13 2022-03-31 13F TESLA COM 88160R101 2,006 5 0.25 2,162 2.22 0.2572
2022-02-10 2021-12-31 13F TESLA COM 88160R101 2,001 203 11.29 2,115 51.72 0.1884
2021-11-12 2021-09-30 13F TESLA COM 88160R101 1,798 2 0.11 1,394 14.17 0.1406
2021-08-16 2021-06-30 13F TESLA COM 88160R101 1,796 128 7.67 1,221 9.61 0.1252
2021-05-13 2021-03-31 13F TESLA COM 88160R101 1,668 168 11.20 1,114 5.19 0.1336
2021-02-12 2020-12-31 13F TESLA COM 88160R101 1,500 141 10.38 1,059 81.65 0.1419
2020-11-12 2020-09-30 13F TESLA COM 88160R101 1,359 1,089 403.33 583 99.66 0.0892
2020-08-13 2020-06-30 13F TESLA COM 88160R101 270 270 292 0.0540
2018-05-14 2018-03-31 13F TESLA COM 88160R101 0 -770 -100.00 0 -100.00
2018-02-09 2017-12-31 13F TESLA COM 88160R101 770 0 0.00 240 -8.75 0.0653
2017-11-13 2017-09-30 13F TESLA COM 88160R101 770 160 26.23 263 19.00 0.0801
2017-08-11 2017-06-30 13F TESLA COM 88160R101 610 610 221 0.0696
2015-05-11 2015-03-31 13F TESLA MTRS COM 88160R101 0 -1,003 -100.00 0 -100.00
2015-02-10 2014-12-31 13F TESLA MTRS COM 88160R101 1,003 1,003 223 0.1203
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.