Everhart Financial Group’s General Motors GM Stock Holding History

Everhart 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	$976K	Sell	12,668 -1,433	-10%	-$113K	0.06%	177
2026 Q1	$1.05M	Buy	14,101 +1,949	+16%	+$155K	0.09%	159
2025 Q4	$988K	Buy	12,152 +1,301	+12%	+$91.7K	0.09%	158
2025 Q3	$662K	Buy	10,851 +2,208	+26%	+$123K	0.07%	211
2025 Q2	$425K	Buy	8,643 +486	+6%	+$23K	0.05%	246
2025 Q1	$384K	Buy	8,157 +1,238	+18%	+$61K	0.05%	245
2024 Q4	$369K	Buy	6,919 +13	+0.2%	+$681	0.08%	235
2024 Q3	$310K	Buy	6,906 +882	+15%	+$40.9K	0.07%	259
2024 Q2	$280K	Buy	6,024 +1,377	+30%	+$62.2K	0.07%	232
2024 Q1	$211K	Buy	+4,647	New	+$180K	0.06%	259
2022 Q4	–	Sell	-7,516	Closed	-$241K	–	206
2022 Q3	$241K	Buy	+7,516	New	+$276K	0.13%	157

Other funds holding GM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Everhart Financial Group reduced its General Motors (GM) stake by 10% in Q2 2026, selling an estimated $113K and leaving 12,668 shares worth $976K. The position accounts for 0.06% of the portfolio, ranked #177.

Everhart Financial Group first reported a position in GM in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.05M in Q1 2026. 297 funds tracked by Wall St. Rank hold GM as of Q2 2026.

Everhart Financial Group held 12,668 shares of General Motors worth $976K as of Q2 2026.
Everhart Financial Group sold 1,433 General Motors shares in Q2 2026, an estimated $113K.
General Motors made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #177 holding.
Everhart Financial Group first reported a position in General Motors in Q3 2022 and has held it in 11 quarters since.
Everhart Financial Group's General Motors position peaked at $1.05M in Q1 2026.
297 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.