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Capstone Wealth Management Group (Oregon)’s General Motors GM Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$289K Hold
3,875
– – 0.18% 96
2025
Q4 		$315K Hold
3,875
– – 0.19% 88
2025
Q3 		$236K Buy
+3,875
New +$216K 0.15% 108
2025
Q1 		– Sell
-3,895
Closed -$207K – 94
2024
Q4 		$207K Buy
+3,895
New +$204K 0.16% 100

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

Capstone Wealth Management Group (Oregon)'s GM Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) held its General Motors (GM) position steady in Q1 2026 at 3,875 shares worth $289K. The position accounts for 0.18% of the portfolio, ranked #96.

Capstone Wealth Management Group (Oregon) first reported a position in GM in Q4 2024 and has held it in 4 quarters since. The position peaked at $315K in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 3,875 shares of General Motors worth $289K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) left its General Motors share count unchanged in Q1 2026.
  • General Motors made up 0.18% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #96 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in General Motors in Q4 2024 and has held it in 4 quarters since.
  • Capstone Wealth Management Group (Oregon)'s General Motors position peaked at $315K in Q4 2025.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.