AWE
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Avidian Wealth Enterprises’s General Motors GM Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$542K Buy
7,045
+1,069
+18% +$89.4K 0.02% 459
2026
Q2 		$461K Buy
5,976
+1,300
+28% +$102K 0.01% 495
2026
Q1 		$348K Buy
4,676
+336
+8% +$26.7K 0.01% 519
2025
Q4 		$353K Buy
4,340
+70
+2% +$4.93K 0.01% 442
2025
Q3 		$260K Buy
+4,270
New +$238K 0.01% 497

Other funds holding GM

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Avidian Wealth Enterprises's GM Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its General Motors (GM) stake by 18% in Q3 2026, buying an estimated $89.4K and bringing the position to 7,045 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #459.

Avidian Wealth Enterprises first reported a position in GM in Q3 2025 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold GM as of Q3 2026.

  • Avidian Wealth Enterprises held 7,045 shares of General Motors worth $542K as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,069 General Motors shares in Q3 2026, an estimated $89.4K.
  • General Motors made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #459 holding.
  • Avidian Wealth Enterprises first reported a position in General Motors in Q3 2025 and has held it in 5 quarters since.
  • 53 funds tracked by Wall St. Rank held General Motors as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.