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Evolve Private Wealth’s General Motors GM Stock Holding History

Evolve Private Wealth’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 		$10.5M Sell
136,238
-7,412
-5% -$582K 0.64% 24
2026
Q1 		$10.7M Sell
143,650
-16,545
-10% -$1.32M 0.57% 26
2025
Q4 		$13M Buy
+160,195
New +$11.3M 0.77% 20

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's GM Position: Q2 2026 in Review

Evolve Private Wealth reduced its General Motors (GM) stake by 5.2% in Q2 2026, selling an estimated $582K and leaving 136,238 shares worth $10.5M. The position accounts for 0.64% of the portfolio, ranked #24.

Evolve Private Wealth first reported a position in GM in Q4 2025 and has held it in 3 quarters since. The position peaked at $13M in Q4 2025. 1,572 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Evolve Private Wealth held 136,238 shares of General Motors worth $10.5M as of Q2 2026.
  • Evolve Private Wealth sold 7,412 General Motors shares in Q2 2026, an estimated $582K.
  • General Motors made up 0.64% of Evolve Private Wealth's portfolio in Q2 2026, its #24 holding.
  • Evolve Private Wealth first reported a position in General Motors in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's General Motors position peaked at $13M in Q4 2025.
  • 1,572 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.