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Concord Wealth Partners’s General Motors GM Stock Holding History

Concord Wealth 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 		– Sell
-1,383
Closed -$112K – 427
2025
Q4 		$112K Sell
1,383
-527
-28% -$37.2K 0.01% 245
2025
Q3 		$116K Sell
1,910
-448
-19% -$25K 0.02% 243
2025
Q2 		$116K Sell
2,358
-93
-4% -$4.41K 0.02% 254
2025
Q1 		$115K Sell
2,451
-1,535
-39% -$75.6K 0.02% 230
2024
Q4 		$212K Sell
3,986
-721
-15% -$37.8K 0.03% 197
2024
Q3 		$211K Buy
4,707
+748
+19% +$34.7K 0.04% 198
2024
Q2 		$184K Sell
3,959
-1,195
-23% -$54K 0.03% 201
2024
Q1 		$234K Buy
5,154
+692
+16% +$26.8K 0.04% 197
2023
Q4 		$160K Sell
4,462
-1,297
-23% -$40.1K 0.03% 223
2023
Q3 		$190K Sell
5,759
-246
-4% -$8.74K 0.04% 203
2023
Q2 		$232K Buy
6,005
+484
+9% +$16.7K 0.05% 182
2023
Q1 		$203K Sell
5,521
-271
-5% -$10.2K 0.06% 158
2022
Q4 		$195K Buy
+5,792
New +$214K 0.06% 165
2022
Q3 		– Sell
-5,820
Closed -$185K – 541
2022
Q2 		$185K Sell
5,820
-759
-12% -$28.5K 0.05% 167
2022
Q1 		$288K Sell
6,579
-892
-12% -$44.5K 0.07% 142
2021
Q4 		$438K Buy
7,471
+4,266
+133% +$249K 0.11% 111
2021
Q3 		$169K Sell
3,205
-1,570
-33% -$83.4K 0.07% 100
2021
Q2 		$283K Buy
4,775
+440
+10% +$25.9K 0.08% 104
2021
Q1 		$249K Sell
4,335
-527
-11% -$28K 0.08% 109
2020
Q4 		$202K Buy
+4,862
New +$189K 0.16% 74

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

Concord Wealth Partners's GM Position: Q1 2026 in Review

Concord Wealth Partners sold out of General Motors (GM) in Q1 2026, closing a stake of 1,383 shares — an estimated $112K sold.

Concord Wealth Partners first reported a position in GM in Q4 2020 and held it in 20 quarters. The position peaked at $438K in Q4 2021. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Concord Wealth Partners reported no remaining General Motors position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 1,383 General Motors shares in Q1 2026, an estimated $112K.
  • Concord Wealth Partners first reported a position in General Motors in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's General Motors position peaked at $438K in Q4 2021.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.