WCG Wealth Advisors LLC Boosts Holdings in Tesla, Inc. $TSLA

Key Points

• WCG Wealth Advisors increased its Tesla stake by 106.8% in Q3 to 36,494 shares worth $16.23 million, representing about 1.0% of its portfolio and its 26th-largest holding.
• Insiders have been net sellers: Director Kathleen Wilson‑Thompson sold 25,731 shares (avg $415.56) and CFO Vaibhav Taneja sold 2,264 shares, with insiders offloading 87,995 shares (~$38.3M) over the past three months while owning 19.9% of the stock.
• Tesla faces mixed catalysts—positive signs include a China delivery rebound, a UK licence for Tesla Energy and FTC approval to convert xAI into a SpaceX stake, but competition, FSD safety/regulatory risks and a consensus analyst rating of "Hold" (avg. target $406.84) temper the outlook.

WCG Wealth Advisors LLC grew its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 106.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 36,494 shares of the electric vehicle producer's stock after purchasing an additional 18,846 shares during the quarter. Tesla comprises approximately 1.0% of WCG Wealth Advisors LLC's investment portfolio, making the stock its 26th biggest holding. WCG Wealth Advisors LLC's holdings in Tesla were worth $16,229,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Chapman Financial Group LLC purchased a new position in Tesla during the 2nd quarter worth $26,000. Manning & Napier Advisors LLC purchased a new stake in Tesla in the third quarter valued at about $29,000. CoreFirst Bank & Trust acquired a new stake in Tesla in the second quarter worth about $30,000. ESL Trust Services LLC grew its stake in shares of Tesla by 1,900.0% during the second quarter. ESL Trust Services LLC now owns 100 shares of the electric vehicle producer's stock worth $32,000 after acquiring an additional 95 shares during the last quarter. Finally, Delos Wealth Advisors LLC purchased a new stake in shares of Tesla during the second quarter worth about $32,000. Hedge funds and other institutional investors own 66.20% of the company's stock.

Tesla News Roundup

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: China-made EV deliveries jumped sharply, signaling a possible demand rebound in Tesla’s largest growth market — a near-term tailwind for revenue and utilization at Giga Shanghai. Tesla’s China-Made EV Sales Just Nearly Doubled
• Positive Sentiment: The UK regulator granted Tesla Energy Ventures a licence to sell electricity to households and businesses in Great Britain — expanding a recurring‑revenue energy business that diversifies Tesla beyond vehicle sales. Tesla's energy business wins approval to supply electricity in UK
• Positive Sentiment: FTC approval allows Tesla to convert its xAI investment into a small stake in SpaceX — a potential way to capture upside from a future SpaceX IPO and recycle capital toward core Tesla initiatives. Tesla Approved To Convert xAI Stakes Into SpaceX
• Neutral Sentiment: Elon Musk’s Macrohard AI initiative and Tesla’s increasing software focus could unlock high-margin services (robotaxi/agent revenue) but are unproven at scale and are already commanding more investor attention than monthly delivery data. Tesla Turns into A ‘Software-Killer’ With Macrohard
• Neutral Sentiment: Management says Optimus 3 will be released on an annual design cadence; robotics/Optimus progress is a medium‑term upside but execution timelines remain a major source of uncertainty. This Is Elon Musk's Latest Optimus 3 Production Timeline
• Negative Sentiment: Rivian’s R2 launch and mass-market push create renewed competitive pressure in the midsize SUV segment — a near-term risk to Tesla’s Model Y pricing and volume if Rivian executes on a lower‑priced, high‑volume ramp. Rivian Is About to Challenge Tesla Where It Hurts Most
• Negative Sentiment: Analyst and safety concerns: third‑party FSD metrics and at least one firm’s negative coverage highlight deteriorating disengagement/safety data — a material regulatory and litigation risk that can depress multiples and slow robotaxi commercialization. Tesla's FSD Safety Metrics 'Sharply Deteriorating,' Says Analyst
• Negative Sentiment: xAI leadership churn and reported layoffs raise governance and execution questions around Tesla’s broader AI strategy — investors may penalize near-term stock performance until the AI/robotics roadmap shows consistent progress. Musk ousts more xAI founders as AI coding effort falters, FT reports

Insider Buying and Selling at Tesla

In other news, Director Kathleen Wilson-Thompson sold 25,731 shares of Tesla stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $415.56, for a total transaction of $10,692,774.36. Following the completion of the transaction, the director directly owned 19,669 shares of the company's stock, valued at $8,173,649.64. The trade was a 56.68% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Vaibhav Taneja sold 2,264 shares of the stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $397.03, for a total transaction of $898,875.92. Following the sale, the chief financial officer directly owned 18,106 shares in the company, valued at approximately $7,188,625.18. The trade was a 11.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 87,995 shares of company stock valued at $38,315,650. 19.90% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. Barclays reaffirmed a "neutral" rating on shares of Tesla in a research report on Wednesday, March 4th. China Renaissance upped their price target on shares of Tesla from $380.00 to $382.00 and gave the company a "hold" rating in a research note on Monday, February 2nd. President Capital lowered their price objective on shares of Tesla from $517.00 to $500.00 and set a "buy" rating for the company in a research note on Friday, January 30th. CICC Research boosted their price objective on shares of Tesla from $450.00 to $500.00 and gave the company an "outperform" rating in a report on Thursday, December 18th. Finally, Weiss Ratings reissued a "hold (c-)" rating on shares of Tesla in a research report on Tuesday, January 27th. Nineteen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and nine have given a Sell rating to the company's stock. Based on data from MarketBeat.com, Tesla currently has a consensus rating of "Hold" and an average price target of $406.84.

Tesla Stock Performance

TSLA opened at $391.20 on Friday. The company has a current ratio of 2.16, a quick ratio of 1.77 and a debt-to-equity ratio of 0.08. Tesla, Inc. has a 12-month low of $214.25 and a 12-month high of $498.83. The firm has a 50 day moving average of $419.98 and a two-hundred day moving average of $424.97. The firm has a market capitalization of $1.47 trillion, a PE ratio of 362.22, a P/E/G ratio of 11.68 and a beta of 1.89.

Tesla (NASDAQ:TSLA - Get Free Report) last released its quarterly earnings data on Wednesday, January 28th. The electric vehicle producer reported $0.50 EPS for the quarter, beating the consensus estimate of $0.45 by $0.05. Tesla had a net margin of 4.00% and a return on equity of 4.86%. The business had revenue of $24.90 billion for the quarter, compared to the consensus estimate of $24.75 billion. During the same period in the prior year, the firm earned $0.73 EPS. The business's revenue for the quarter was down 3.1% on a year-over-year basis. On average, analysts anticipate that Tesla, Inc. will post 2.56 EPS for the current year.

Tesla Profile

Tesla, Inc NASDAQ: TSLA is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company's stated mission is to accelerate the world's transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.

Tesla's automotive business includes a lineup of battery‑electric vehicles and related services.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.