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Confluence Wealth Services’s General Motors GM Stock Holding History

Confluence Wealth Services’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 		$292K Buy
+3,792
New +$298K 0.01% 403
2023
Q4 		– Sell
-7,656
Closed -$252K – 296
2023
Q3 		$252K Buy
+7,656
New +$272K 0.05% 226
2022
Q3 		– Sell
-6,478
Closed -$249K – 243
2022
Q2 		$249K Buy
6,478
+408
+7% +$15.3K 0.11% 224
2022
Q1 		$265K Buy
6,070
+1,047
+21% +$52.3K 0.1% 205
2021
Q4 		$294K Buy
+5,023
New +$293K 0.09% 186

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

Confluence Wealth Services's GM Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in General Motors (GM) in Q2 2026: 3,792 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in GM as recently as Q3 2023.

Confluence Wealth Services first reported a position in GM in Q4 2021 and has held it in 5 quarters since. The position peaked at $294K in Q4 2021. 1,565 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Confluence Wealth Services held 3,792 shares of General Motors worth $292K as of Q2 2026.
  • General Motors was a new Confluence Wealth Services position in Q2 2026.
  • General Motors made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #403 holding.
  • Confluence Wealth Services first reported a position in General Motors in Q4 2021 and has held it in 5 quarters since.
  • Confluence Wealth Services's General Motors position peaked at $294K in Q4 2021.
  • 1,565 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.