This is one of those really gray areas.
My opinion (don't take this as legal advice) is you'd be ok for possession of an extra telestock and preban upper IF you had a complete preban gun and a complete postban gun.
Here's my logic: The definition of an "assault weapon" ((18 USC 921(a)(30)) is defined by features. The prohibited act with respect to assault weapons is to "to manufacture, transfer, or possess a semiautomatic assault weapon" (18 USC 922(v)(1)). The word "manufacture" is not defined in Title 18, but I assume it to have the same meaning as "make" as used in the NFA. The term "possess" is not defined, but cannot be the same as "manufacture" as that would violate a basis tenet of statutory interpretation (interpret the wording of the statute to give meaning to all terms). I then interpret "possess" to mean the actual possession or control of a complete weapon. If it were possession of a set of parts which could be used to make a complete weapon, we'd be giving "possess" and "make"/"manufacture" the same meaning in Title 18.
In Thompson/Center, the court examined the word "make" as used in the NFA. It appears they ruled for Thompson largely because there was a way to use those parts legally. That is, while the court acknowledged that mere possession of a pile of parts could be enough to "make" a firearm, they wouldn't assume it to be made illegally if there was a possible legal way to assemble those parts and "make" a firearm.
So where are we with respect to a semi-automatic assault weapon in Title 18?
Under Thompson, with the assumptions I made above (namely, you had a complete preban gun and a complete postban gun, and "manufacture" in Title 18 has the same meaning as "make" in the NFA), I think you'd be fine. You'd be protected under Thompson for making - as long as there was a legal way to use that spare upper. And I think you couldn't "possess" an illegally configured weapon (preban upper on a postban lower) unless it was actually assembled.
Now lets look at machineguns and see how they differ.
The statutory definition of a machinegun can include a single part ("...any part designed and intended solely and exclusively, or combination of parts designed and intended, for use in converting a weapon into a machinegun, and any combination of parts from which a machinegun can be assembled if such parts are in the possession or under the control of a person.")(26 USC 5845(b)). The prohibited acts under the NFA include "to "possess", "make", and "transfer" a weapon in violation of the NFA (26 USC 5861(a-f)).
Now lets say you had an AR15, and M16 (registered), and a spare M16 parts kit. The possession of the parts kit could fall under the protection provided by Thompson against making, since there was a legal way to use those parts (in the M16). However, look at the definition of machinegun again. It can include "a part or parts". Possession can still be a problem because of the broad definition of machinegun which includes those parts. So while making a machinegun and possessing a machinegun end up having much the same meaning in the NFA, its not because the terms "make" and "possess" necessarily mean the same thing. It comes from the wider definition of "machinegun".
Of course, I may be totally off base...