Cassia Capital Partners’s General Motors GM Stock Holding History

Cassia Capital Partners’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	$1.45M	Sell	19,429 -1,892	-9%	-$150K	0.74%	34
2025 Q4	$1.73M	Sell	21,321 -1,188	-5%	-$83.7K	0.94%	20
2025 Q3	$1.37M	Buy	22,509 +2,900	+15%	+$162K	0.75%	32
2025 Q2	$965K	Buy	19,609 +926	+5%	+$43.9K	0.58%	44
2025 Q1	$879K	Buy	18,683 +7,221	+63%	+$356K	0.55%	47
2024 Q4	$611K	Buy	+11,462	New	+$600K	0.39%	48
2023 Q2	–	Sell	-5,783	Closed	-$212K	–	71
2023 Q1	$212K	Buy	+5,783	New	+$219K	0.17%	71

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Cassia Capital Partners's GM Position: Q1 2026 in Review

Cassia Capital Partners reduced its General Motors (GM) stake by 8.9% in Q1 2026, selling an estimated $150K and leaving 19,429 shares worth $1.45M. The position accounts for 0.74% of the portfolio, ranked #34.

Cassia Capital Partners first reported a position in GM in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.73M in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Cassia Capital Partners held 19,429 shares of General Motors worth $1.45M as of Q1 2026.
Cassia Capital Partners sold 1,892 General Motors shares in Q1 2026, an estimated $150K.
General Motors made up 0.74% of Cassia Capital Partners's portfolio in Q1 2026, its #34 holding.
Cassia Capital Partners first reported a position in General Motors in Q1 2023 and has held it in 7 quarters since.
Cassia Capital Partners's General Motors position peaked at $1.73M in Q4 2025.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Cassia Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.