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EverSource Wealth Advisors’s General Motors GM Stock Holding History

EverSource Wealth 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 		$1.37M Sell
17,749
-4,113
-19% -$323K 0.05% 291
2026
Q1 		$1.63M Buy
21,862
+4,246
+24% +$338K 0.05% 258
2025
Q4 		$1.43M Sell
17,616
-387
-2% -$27.3K 0.05% 264
2025
Q3 		$1.1M Buy
18,003
+2,571
+17% +$143K 0.04% 292
2025
Q2 		$759K Buy
15,432
+8,534
+124% +$404K 0.03% 345
2025
Q1 		$324K Buy
6,898
+2,333
+51% +$115K 0.02% 496
2024
Q4 		$243K Sell
4,565
-621
-12% -$32.5K 0.01% 581
2024
Q3 		$233K Sell
5,186
-2,632
-34% -$122K 0.01% 515
2024
Q2 		$346K Buy
7,818
+1,358
+21% +$61.3K 0.02% 400
2024
Q1 		$288K Buy
6,460
+752
+13% +$29.1K 0.02% 384
2023
Q4 		$205K Buy
5,708
+1,162
+26% +$35.9K 0.02% 426
2023
Q3 		$150K Buy
4,546
+79
+2% +$2.81K 0.02% 466
2023
Q2 		$172K Sell
4,467
-1,059
-19% -$36.6K 0.02% 439
2023
Q1 		$203K Buy
5,526
+289
+6% +$10.9K 0.03% 370
2022
Q4 		$176K Sell
5,237
-2,622
-33% -$96.9K 0.03% 368
2022
Q3 		$252K Buy
7,859
+2,885
+58% +$106K 0.06% 262
2022
Q2 		$157K Buy
4,974
+236
+5% +$8.85K 0.04% 290
2022
Q1 		$208K Sell
4,738
-219
-4% -$10.9K 0.05% 252
2021
Q4 		$290K Buy
+4,957
New +$290K 0.08% 177

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

EverSource Wealth Advisors's GM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its General Motors (GM) stake by 19% in Q2 2026, selling an estimated $323K and leaving 17,749 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #291.

EverSource Wealth Advisors first reported a position in GM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.63M in Q1 2026. 1,559 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • EverSource Wealth Advisors held 17,749 shares of General Motors worth $1.37M as of Q2 2026.
  • EverSource Wealth Advisors sold 4,113 General Motors shares in Q2 2026, an estimated $323K.
  • General Motors made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #291 holding.
  • EverSource Wealth Advisors first reported a position in General Motors in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's General Motors position peaked at $1.63M in Q1 2026.
  • 1,559 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.