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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
Q2 		$374K Sell
4,847
-2,726
-36% -$214K 0.24% 123
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avantra Family Wealth's GM Position: Q2 2026 in Review

Avantra Family Wealth reduced its General Motors (GM) stake by 36% in Q2 2026, selling an estimated $214K and leaving 4,847 shares worth $374K. The position accounts for 0.24% of the portfolio, ranked #123.

Avantra Family Wealth first reported a position in GM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q4 2024. 1,567 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Avantra Family Wealth held 4,847 shares of General Motors worth $374K as of Q2 2026.
  • Avantra Family Wealth sold 2,726 General Motors shares in Q2 2026, an estimated $214K.
  • General Motors made up 0.24% of Avantra Family Wealth's portfolio in Q2 2026, its #123 holding.
  • Avantra Family Wealth first reported a position in General Motors in Q4 2024 and has held it in 7 quarters since.
  • Avantra Family Wealth's General Motors position peaked at $1.04M in Q4 2024.
  • 1,567 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.