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Cassaday & Co Wealth Management’s General Motors GM Stock Holding History

Cassaday & Co Wealth Management’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 		$571K Sell
7,667
-2,000
-21% -$159K 0.01% 199
2025
Q4 		$786K Sell
9,667
-2,355
-20% -$166K 0.02% 164
2025
Q3 		$733K Sell
12,022
-47
-0.4% -$2.62K 0.02% 177
2025
Q2 		$594K Buy
12,069
+152
+1% +$7.2K 0.01% 191
2025
Q1 		$560K Sell
11,917
-1,857
-13% -$91.5K 0.02% 185
2024
Q4 		$734K Sell
13,774
-574
-4% -$30.1K 0.02% 155
2024
Q3 		$643K Buy
14,348
+44
+0.3% +$2.04K 0.02% 158
2024
Q2 		$665K Sell
14,304
-6,077
-30% -$274K 0.02% 149
2024
Q1 		$924K Buy
20,381
+14
+0.1% +$543 0.03% 109
2023
Q4 		$732K Buy
20,367
+6
+0% +$186 0.03% 125
2023
Q3 		$671K Buy
20,361
+123
+0.6% +$4.37K 0.03% 119
2023
Q2 		$780K Sell
20,238
-173
-0.8% -$5.98K 0.03% 114
2023
Q1 		$749K Sell
20,411
-19
-0.1% -$718 0.03% 121
2022
Q4 		$687K Buy
+20,430
New +$755K 0.03% 127

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

Cassaday & Co Wealth Management's GM Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its General Motors (GM) stake by 21% in Q1 2026, selling an estimated $159K and leaving 7,667 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #199.

Cassaday & Co Wealth Management first reported a position in GM in Q4 2022 and has held it in 14 quarters since. The position peaked at $924K in Q1 2024. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Cassaday & Co Wealth Management held 7,667 shares of General Motors worth $571K as of Q1 2026.
  • Cassaday & Co Wealth Management sold 2,000 General Motors shares in Q1 2026, an estimated $159K.
  • General Motors made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #199 holding.
  • Cassaday & Co Wealth Management first reported a position in General Motors in Q4 2022 and has held it in 14 quarters since.
  • Cassaday & Co Wealth Management's General Motors position peaked at $924K in Q1 2024.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.