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Connecticut Wealth Management’s General Motors GM Stock Holding History

Connecticut 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 		$235K Buy
3,154
+68
+2% +$5.41K 0.01% 309
2025
Q4 		$251K Sell
3,086
-2,043
-40% -$144K 0.01% 286
2025
Q3 		$313K Sell
5,129
-5,000
-49% -$279K 0.01% 267
2025
Q2 		$498K Buy
+10,129
New +$480K 0.02% 215

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

Connecticut Wealth Management's GM Position: Q1 2026 in Review

Connecticut Wealth Management increased its General Motors (GM) stake by 2.2% in Q1 2026, buying an estimated $5.41K and bringing the position to 3,154 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #309.

Connecticut Wealth Management first reported a position in GM in Q2 2025 and has held it in 4 quarters since. The position peaked at $498K in Q2 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Connecticut Wealth Management held 3,154 shares of General Motors worth $235K as of Q1 2026.
  • Connecticut Wealth Management bought 68 General Motors shares in Q1 2026, an estimated $5.41K.
  • General Motors made up 0.01% of Connecticut Wealth Management's portfolio in Q1 2026, its #309 holding.
  • Connecticut Wealth Management first reported a position in General Motors in Q2 2025 and has held it in 4 quarters since.
  • Connecticut Wealth Management's General Motors position peaked at $498K in Q2 2025.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

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