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Bogart Wealth LLC’s General Motors GM Stock Holding History

Bogart Wealth LLC’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 		$73.1K Buy
949
+138
+17% +$10.8K ﹤0.01% 460
2026
Q1 		$60.4K Sell
811
-94
-10% -$7.47K ﹤0.01% 451
2025
Q4 		$73.6K Buy
905
+122
+16% +$8.6K ﹤0.01% 387
2025
Q3 		$47.7K Buy
783
+19
+2% +$1.06K ﹤0.01% 468
2025
Q2 		$37.6K Sell
764
-101
-12% -$4.79K ﹤0.01% 502
2025
Q1 		$40.7K Buy
865
+32
+4% +$1.58K ﹤0.01% 458
2024
Q4 		$44.3K Sell
833
-104
-11% -$5.45K ﹤0.01% 428
2024
Q3 		$42K Buy
937
+25
+3% +$1.16K ﹤0.01% 444
2024
Q2 		$42.4K Buy
912
+699
+328% +$31.6K ﹤0.01% 437
2024
Q1 		$9.68K Buy
213
+93
+78% +$3.6K ﹤0.01% 658
2023
Q4 		$4.32K Hold
120
– – ﹤0.01% 778
2023
Q3 		$3.96K Sell
120
-5
-4% -$178 ﹤0.01% 772
2023
Q2 		$4.83K Buy
125
+100
+400% +$3.46K ﹤0.01% 717
2023
Q1 		$922 Sell
25
-308
-92% -$11.6K ﹤0.01% 992
2022
Q4 		$11.2K Buy
333
+77
+30% +$2.85K ﹤0.01% 522
2022
Q3 		$8K Sell
256
-4,300
-94% -$158K ﹤0.01% 596
2022
Q2 		$145K Buy
4,556
+1,800
+65% +$67.5K 0.01% 180
2022
Q1 		$121K Buy
2,756
+2,696
+4,493% +$135K 0.01% 189
2021
Q4 		$4K Buy
+60
New +$3.5K ﹤0.01% 580
2021
Q3 		– Sell
-75
Closed -$4K – 738
2021
Q2 		$4K Buy
+75
New +$4.41K ﹤0.01% 539
2020
Q3 		– Sell
-103
Closed -$3K – 450
2020
Q2 		$3K Sell
103
-1,000
-91% -$24.3K ﹤0.01% 367
2020
Q1 		$23K Buy
1,103
+1,000
+971% +$30.5K 0.01% 208
2019
Q4 		$4K Buy
+103
New +$3.74K ﹤0.01% 335
2019
Q2 		– Sell
-100
Closed -$3K – 346
2019
Q1 		$3K Sell
100
-78
-44% -$2.96K ﹤0.01% 301
2018
Q4 		$5K Hold
178
– – ﹤0.01% 280
2018
Q3 		$6K Hold
178
– – ﹤0.01% 258
2018
Q2 		$7K Hold
178
– – ﹤0.01% 260
2018
Q1 		$7K Hold
178
– – ﹤0.01% 257
2017
Q4 		$7K Hold
178
– – ﹤0.01% 257
2017
Q3 		$8K Buy
+178
New +$6.5K 0.01% 245

Other funds holding GM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Bogart Wealth LLC's GM Position: Q2 2026 in Review

Bogart Wealth LLC increased its General Motors (GM) stake by 17% in Q2 2026, buying an estimated $10.8K and bringing the position to 949 shares worth $73.1K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Bogart Wealth LLC first reported a position in GM in Q3 2017 and has held it in 30 quarters since. The position peaked at $145K in Q2 2022. 415 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Bogart Wealth LLC held 949 shares of General Motors worth $73.1K as of Q2 2026.
  • Bogart Wealth LLC bought 138 General Motors shares in Q2 2026, an estimated $10.8K.
  • General Motors made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #460 holding.
  • Bogart Wealth LLC first reported a position in General Motors in Q3 2017 and has held it in 30 quarters since.
  • Bogart Wealth LLC's General Motors position peaked at $145K in Q2 2022.
  • 415 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.