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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
Q2 		$105K Buy
+1,363
New +$107K 0.01% 286
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 $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 $3.38T AUM 44.17% 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

Concord Wealth Partners's GM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in General Motors (GM) in Q2 2026: 1,363 shares worth $105K. The stake represents 0.01% of the portfolio and ranks #286 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in GM as recently as Q4 2025.

Concord Wealth Partners first reported a position in GM in Q4 2020 and has held it in 21 quarters since. The position peaked at $438K in Q4 2021. 1,572 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Concord Wealth Partners held 1,363 shares of General Motors worth $105K as of Q2 2026.
  • General Motors was a new Concord Wealth Partners position in Q2 2026.
  • General Motors made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #286 holding.
  • Concord Wealth Partners first reported a position in General Motors in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's General Motors position peaked at $438K in Q4 2021.
  • 1,572 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.