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Burkett Financial Services’s General Motors GM Stock Holding History

Burkett Financial Services’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 		$4.09K Buy
53
+1
+2% +$84 ﹤0.01% 331
2026
Q2 		$4.08K Hold
52
– – ﹤0.01% 212
2026
Q1 		$3.94K Hold
52
– – ﹤0.01% 197
2025
Q4 		$4.29K Sell
52
-1
-2% -$70 ﹤0.01% 183
2025
Q3 		$3.21K Hold
53
– – ﹤0.01% 188
2025
Q2 		$2.58K Buy
53
+1
+2% +$47 ﹤0.01% 193
2025
Q1 		$2.46K Hold
52
– – ﹤0.01% 218
2024
Q4 		$2.78K Sell
52
-152
-75% -$7.96K ﹤0.01% 185
2024
Q3 		$9.13K Buy
204
+1
+0.5% +$46 ﹤0.01% 138
2024
Q2 		$9.44K Buy
203
+50
+33% +$2.26K ﹤0.01% 141
2024
Q1 		$6.92K Buy
153
+1
+0.7% +$39 ﹤0.01% 150
2023
Q4 		$5.47K Buy
+152
New +$4.7K ﹤0.01% 153

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

Burkett Financial Services's GM Position: Q3 2026 in Review

Burkett Financial Services increased its General Motors (GM) stake by 1.9% in Q3 2026, buying an estimated $84 and bringing the position to 53 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Burkett Financial Services first reported a position in GM in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.44K in Q2 2024. 53 funds tracked by Wall St. Rank hold GM as of Q3 2026.

  • Burkett Financial Services held 53 shares of General Motors worth $4.09K as of Q3 2026.
  • Burkett Financial Services bought 1 General Motors share in Q3 2026, an estimated $84.
  • General Motors made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #331 holding.
  • Burkett Financial Services first reported a position in General Motors in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's General Motors position peaked at $9.44K in Q2 2024.
  • 53 funds tracked by Wall St. Rank held General Motors as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.