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Covalis Capital’s General Motors GM Stock Holding History

Covalis Capital’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
2025
Q2 		– Sell
-700,000
Closed -$32.9M – 73
2025
Q1 		$32.9M Buy
+700,000
New +$34.5M 6.23% 2

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

Covalis Capital's GM Position: Q1 2026 in Review

Covalis Capital opened a new position in General Motors (GM) in Q1 2026: 349,777 shares worth $26.1M. The stake represents 1.6% of the portfolio and ranks #14 among its holdings. This is a return to the name: Covalis Capital previously reported a position in GM as recently as Q3 2025.

Covalis Capital first reported a position in GM in Q2 2023 and has held it in 9 quarters since. The position peaked at $27.4M in Q3 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Covalis Capital held 349,777 shares of General Motors worth $26.1M as of Q1 2026.
  • General Motors was a new Covalis Capital position in Q1 2026.
  • General Motors made up 1.6% of Covalis Capital's portfolio in Q1 2026, its #14 holding.
  • Covalis Capital first reported a position in General Motors in Q2 2023 and has held it in 9 quarters since.
  • Covalis Capital's General Motors position peaked at $27.4M in Q3 2025.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Covalis Capital's 13F filing for Q1 2026, filed 15 May 2026.