Exencial Wealth Advisors’s General Motors GM Stock Holding History

Exencial 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 Q1	$584K	Buy	7,835 +510	+7%	+$40.5K	0.02%	372
2025 Q4	$596K	Buy	7,325 +429	+6%	+$30.2K	0.02%	361
2025 Q3	$420K	Buy	6,896 +2,134	+45%	+$119K	0.01%	409
2025 Q2	$234K	Sell	4,762 -94	-2%	-$4.46K	0.01%	463
2025 Q1	$228K	Sell	4,856 -160	-3%	-$7.88K	0.01%	468
2024 Q4	$267K	Buy	5,016 +205	+4%	+$10.7K	0.01%	445
2024 Q3	$216K	Buy	4,811 +14	+0.3%	+$649	0.01%	475
2024 Q2	$223K	Buy	4,797 +272	+6%	+$12.3K	0.01%	462
2024 Q1	$205K	Buy	+4,525	New	+$175K	0.01%	483
2023 Q1	–	Sell	-5,974	Closed	-$201K	–	423
2022 Q4	$201K	Buy	+5,974	New	+$221K	0.01%	409
2022 Q2	–	Sell	-159,520	Closed	-$6.98M	–	435
2022 Q1	$6.98M	Buy	159,520 +146,047	+1,084%	+$7.29M	0.35%	97
2021 Q4	$790K	Buy	+13,473	New	+$787K	0.04%	250
2021 Q3	–	Sell	-7,268	Closed	-$430K	–	371
2021 Q2	$430K	Buy	7,268 +52	+0.7%	+$3.06K	0.02%	333
2021 Q1	$415K	Buy	7,216 +204	+3%	+$10.8K	0.02%	300
2020 Q4	$292K	Buy	+7,012	New	+$273K	0.02%	314

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Exencial Wealth Advisors's GM Position: Q1 2026 in Review

Exencial Wealth Advisors increased its General Motors (GM) stake by 7% in Q1 2026, buying an estimated $40.5K and bringing the position to 7,835 shares worth $584K. The position accounts for 0.02% of the portfolio, ranked #372.

Exencial Wealth Advisors first reported a position in GM in Q4 2020 and has held it in 15 quarters since. The position peaked at $6.98M in Q1 2022. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Exencial Wealth Advisors held 7,835 shares of General Motors worth $584K as of Q1 2026.
Exencial Wealth Advisors bought 510 General Motors shares in Q1 2026, an estimated $40.5K.
General Motors made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #372 holding.
Exencial Wealth Advisors first reported a position in General Motors in Q4 2020 and has held it in 15 quarters since.
Exencial Wealth Advisors's General Motors position peaked at $6.98M in Q1 2022.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.