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Elevated Financial Group’s General Motors GM Stock Holding History

Elevated Financial Group’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 		$350K Sell
4,546
-997
-18% -$78.3K 0.1% 99
2026
Q1 		$413K Sell
5,543
-499
-8% -$39.7K 0.13% 85
2025
Q4 		$491K Buy
+6,042
New +$426K 0.17% 70

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

Elevated Financial Group's GM Position: Q2 2026 in Review

Elevated Financial Group reduced its General Motors (GM) stake by 18% in Q2 2026, selling an estimated $78.3K and leaving 4,546 shares worth $350K. The position accounts for 0.1% of the portfolio, ranked #99.

Elevated Financial Group first reported a position in GM in Q4 2025 and has held it in 3 quarters since. The position peaked at $491K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Elevated Financial Group held 4,546 shares of General Motors worth $350K as of Q2 2026.
  • Elevated Financial Group sold 997 General Motors shares in Q2 2026, an estimated $78.3K.
  • General Motors made up 0.1% of Elevated Financial Group's portfolio in Q2 2026, its #99 holding.
  • Elevated Financial Group first reported a position in General Motors in Q4 2025 and has held it in 3 quarters since.
  • Elevated Financial Group's General Motors position peaked at $491K in Q4 2025.
  • 1,552 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.