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Avantra Family Wealth’s General Motors GM Stock Holding History

Avantra Family Wealth’s Portfolio GM Stock Details GM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$564K Sell
7,573
-1,957
-21% -$156K 0.42% 78
2025
Q4 		$775K Buy
9,530
+60
+0.6% +$4.23K 0.56% 50
2025
Q3 		$577K Buy
9,470
+483
+5% +$26.9K 0.43% 66
2025
Q2 		$442K Sell
8,987
-5,734
-39% -$272K 0.37% 81
2025
Q1 		$692K Sell
14,721
-4,870
-25% -$240K 0.66% 53
2024
Q4 		$1.04M Buy
+19,591
New +$1.03M 0.98% 25

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Avantra Family Wealth's GM Position: Q1 2026 in Review

Avantra Family Wealth reduced its General Motors (GM) stake by 21% in Q1 2026, selling an estimated $156K and leaving 7,573 shares worth $564K. The position accounts for 0.42% of the portfolio, ranked #78.

Avantra Family Wealth first reported a position in GM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q4 2024. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Avantra Family Wealth held 7,573 shares of General Motors worth $564K as of Q1 2026.
  • Avantra Family Wealth sold 1,957 General Motors shares in Q1 2026, an estimated $156K.
  • General Motors made up 0.42% of Avantra Family Wealth's portfolio in Q1 2026, its #78 holding.
  • Avantra Family Wealth first reported a position in General Motors in Q4 2024 and has held it in 6 quarters since.
  • Avantra Family Wealth's General Motors position peaked at $1.04M in Q4 2024.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Avantra Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.