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Caerus Investment Advisors’s General Motors GM Stock Holding History

Caerus Investment Advisors’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 		$1.01M Buy
13,558
+1,448
+12% +$115K 0.42% 42
2025
Q4 		$985K Sell
12,110
-875
-7% -$61.7K 0.32% 62
2025
Q3 		$792K Buy
+12,985
New +$724K 0.32% 54

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

Caerus Investment Advisors's GM Position: Q1 2026 in Review

Caerus Investment Advisors increased its General Motors (GM) stake by 12% in Q1 2026, buying an estimated $115K and bringing the position to 13,558 shares worth $1.01M. The position accounts for 0.42% of the portfolio, ranked #42.

Caerus Investment Advisors first reported a position in GM in Q3 2025 and has held it in 3 quarters since. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Caerus Investment Advisors held 13,558 shares of General Motors worth $1.01M as of Q1 2026.
  • Caerus Investment Advisors bought 1,448 General Motors shares in Q1 2026, an estimated $115K.
  • General Motors made up 0.42% of Caerus Investment Advisors's portfolio in Q1 2026, its #42 holding.
  • Caerus Investment Advisors first reported a position in General Motors in Q3 2025 and has held it in 3 quarters since.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.