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Bernard Wealth Management’s General Motors GM Stock Holding History

Bernard Wealth Management’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 		$22.4K Hold
300
– – 0.01% 176
2025
Q4 		$24.4K Hold
300
– – 0.01% 174
2025
Q3 		$18.3K Hold
300
– – 0.01% 192
2025
Q2 		$14.8K Hold
300
– – 0.01% 197
2025
Q1 		$14.1K Hold
300
– – 0.01% 204
2024
Q4 		$16K Buy
+300
New +$15.7K 0.01% 195

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

Bernard Wealth Management's GM Position: Q1 2026 in Review

Bernard Wealth Management held its General Motors (GM) position steady in Q1 2026 at 300 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #176.

Bernard Wealth Management first reported a position in GM in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.4K in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Bernard Wealth Management held 300 shares of General Motors worth $22.4K as of Q1 2026.
  • Bernard Wealth Management left its General Motors share count unchanged in Q1 2026.
  • General Motors made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #176 holding.
  • Bernard Wealth Management first reported a position in General Motors in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's General Motors position peaked at $24.4K in Q4 2025.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.