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Fi3 Financial Advisors’s General Motors GM Stock Holding History

Fi3 Financial 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 		$701K Buy
9,415
+1,603
+21% +$127K 0.2% 50
2025
Q4 		$635K Buy
7,812
+259
+3% +$18.3K 0.19% 51
2025
Q3 		$461K Buy
7,553
+325
+4% +$18.1K 0.16% 64
2025
Q2 		$356K Buy
7,228
+997
+16% +$47.3K 0.13% 78
2025
Q1 		$293K Buy
6,231
+1,790
+40% +$88.2K 0.12% 81
2024
Q4 		$237K Buy
+4,441
New +$233K 0.09% 100

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fi3 Financial Advisors's GM Position: Q1 2026 in Review

Fi3 Financial Advisors increased its General Motors (GM) stake by 21% in Q1 2026, buying an estimated $127K and bringing the position to 9,415 shares worth $701K. The position accounts for 0.2% of the portfolio, ranked #50.

Fi3 Financial Advisors first reported a position in GM in Q4 2024 and has held it in 6 quarters since. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Fi3 Financial Advisors held 9,415 shares of General Motors worth $701K as of Q1 2026.
  • Fi3 Financial Advisors bought 1,603 General Motors shares in Q1 2026, an estimated $127K.
  • General Motors made up 0.2% of Fi3 Financial Advisors's portfolio in Q1 2026, its #50 holding.
  • Fi3 Financial Advisors first reported a position in General Motors in Q4 2024 and has held it in 6 quarters since.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.