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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
Q2 		– Sell
-3,875
Closed -$289K – 132
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s GM Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) sold out of General Motors (GM) in Q2 2026, closing a stake of 3,875 shares — an estimated $289K sold.

Capstone Wealth Management Group (Oregon) first reported a position in GM in Q4 2024 and held it in 4 quarters. The position peaked at $315K in Q4 2025. 1,565 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) reported no remaining General Motors position as of Q2 2026 after selling out during the quarter.
  • Capstone Wealth Management Group (Oregon) sold 3,875 General Motors shares in Q2 2026, an estimated $289K.
  • Capstone Wealth Management Group (Oregon) first reported a position in General Motors in Q4 2024 and held it in 4 quarters.
  • Capstone Wealth Management Group (Oregon)'s General Motors position peaked at $315K in Q4 2025.
  • 1,565 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.