Elevation Wealth Partners
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Elevation Wealth Partners’s General Motors GM Stock Holding History

Elevation 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
Q3 		$33.5K Sell
435
-29
-6% -$2.42K 0.01% 502
2026
Q2 		$35.8K Buy
464
+192
+71% +$15.1K 0.01% 395
2026
Q1 		$20.3K Sell
272
-58
-18% -$4.61K 0.01% 370
2025
Q4 		$26.8K Buy
330
+275
+500% +$19.4K 0.01% 318
2025
Q3 		$3.35K Buy
+55
New +$3.07K ﹤0.01% 546
2024
Q3 		– Sell
-305
Closed -$14.2K – 507
2024
Q2 		$14.2K Hold
305
– – 0.01% 318
2024
Q1 		$13.8K Buy
305
+2
+0.7% +$78 0.01% 329
2023
Q4 		$10K Hold
303
– – 0.01% 331
2023
Q3 		$10K Buy
303
+1
+0.3% +$36 0.01% 246
2023
Q2 		$11.7K Hold
302
– – 0.01% 239
2023
Q1 		$11.1K Buy
+302
New +$11.4K 0.01% 256

Other funds holding GM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Elevation Wealth Partners's GM Position: Q3 2026 in Review

Elevation Wealth Partners reduced its General Motors (GM) stake by 6.3% in Q3 2026, selling an estimated $2.42K and leaving 435 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #502.

Elevation Wealth Partners first reported a position in GM in Q1 2023 and has held it in 11 quarters since. The position peaked at $35.8K in Q2 2026. 1,326 funds tracked by Wall St. Rank hold GM as of Q3 2026.

  • Elevation Wealth Partners held 435 shares of General Motors worth $33.5K as of Q3 2026.
  • Elevation Wealth Partners sold 29 General Motors shares in Q3 2026, an estimated $2.42K.
  • General Motors made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #502 holding.
  • Elevation Wealth Partners first reported a position in General Motors in Q1 2023 and has held it in 11 quarters since.
  • Elevation Wealth Partners's General Motors position peaked at $35.8K in Q2 2026.
  • 1,326 funds tracked by Wall St. Rank held General Motors as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.