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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
Q2 		– Sell
-9,415
Closed -$701K – 246
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 $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

Fi3 Financial Advisors's GM Position: Q2 2026 in Review

Fi3 Financial Advisors sold out of General Motors (GM) in Q2 2026, closing a stake of 9,415 shares — an estimated $701K sold.

Fi3 Financial Advisors first reported a position in GM in Q4 2024 and held it in 6 quarters. The position peaked at $701K in Q1 2026. 1,568 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Fi3 Financial Advisors reported no remaining General Motors position as of Q2 2026 after selling out during the quarter.
  • Fi3 Financial Advisors sold 9,415 General Motors shares in Q2 2026, an estimated $701K.
  • Fi3 Financial Advisors first reported a position in General Motors in Q4 2024 and held it in 6 quarters.
  • Fi3 Financial Advisors's General Motors position peaked at $701K in Q1 2026.
  • 1,568 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.