Evergreen Advisors’s General Motors GM Stock Holding History

Evergreen Advisors’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	–	Sell	-355	Closed	-$26.4K	–	91
2026 Q1	$26.4K	Buy	+355	New	+$28.2K	0.01%	88

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evergreen Advisors's GM Position: Q2 2026 in Review

Evergreen Advisors sold out of General Motors (GM) in Q2 2026, closing a stake of 355 shares — an estimated $26.4K sold.

Evergreen Advisors first reported a position in GM in Q1 2026 and held it in 1 quarter. The position peaked at $26.4K in Q1 2026. 1,565 funds tracked by Wall St. Rank hold GM as of Q2 2026.

Evergreen Advisors reported no remaining General Motors position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 355 General Motors shares in Q2 2026, an estimated $26.4K.
Evergreen Advisors first reported a position in General Motors in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's General Motors position peaked at $26.4K in Q1 2026.
1,565 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.