Financial Perspectives’s General Motors GM Stock Holding History

Financial Perspectives’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 Q3	$19.6K	Hold	255	–	–	﹤0.01%	467
2026 Q2	$19.7K	Hold	255	–	–	﹤0.01%	457
2026 Q1	$19K	Hold	255	–	–	0.01%	443
2025 Q4	$20.7K	Sell	255 -1,965	-89%	-$139K	0.01%	429
2025 Q3	$135K	Hold	2,220	–	–	0.04%	207
2025 Q2	$109K	Sell	2,220 -193	-8%	-$9.15K	0.03%	214
2025 Q1	$113K	Hold	2,413	–	–	0.04%	206
2024 Q4	$129K	Hold	2,413	–	–	0.04%	188
2024 Q3	$108K	Hold	2,413	–	–	0.04%	202
2024 Q2	$112K	Hold	2,413	–	–	0.04%	190
2024 Q1	$109K	Hold	2,413	–	–	0.04%	196
2023 Q4	$86.7K	Hold	2,413	–	–	0.04%	217
2023 Q3	$79.6K	Hold	2,413	–	–	0.04%	208
2023 Q2	$93K	Hold	2,413	–	–	0.04%	200
2023 Q1	$88.5K	Hold	2,413	–	–	0.04%	199
2022 Q4	$81.2K	Hold	2,413	–	–	0.04%	197
2022 Q3	$77.4K	Buy	2,413 +72	+3%	+$2.64K	0.04%	197
2022 Q2	$74.4K	Hold	2,341	–	–	0.04%	201
2022 Q1	$102K	Hold	2,341	–	–	0.05%	189
2021 Q4	$137K	Hold	2,341	–	–	0.06%	150
2021 Q3	$123K	Hold	2,341	–	–	0.06%	157
2021 Q2	$139K	Hold	2,341	–	–	0.07%	153
2021 Q1	$135K	Buy	+2,341	New	+$124K	0.07%	148
2020 Q2	–	Sell	-202	Closed	-$4.2K	–	550
2020 Q1	$4.2K	Buy	+202	New	+$6.17K	﹤0.01%	393

Other funds holding GM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Financial Perspectives's GM Position: Q3 2026 in Review

Financial Perspectives held its General Motors (GM) position steady in Q3 2026 at 255 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Financial Perspectives first reported a position in GM in Q1 2020 and has held it in 24 quarters since. The position peaked at $139K in Q2 2021. 971 funds tracked by Wall St. Rank hold GM as of Q3 2026.

Financial Perspectives held 255 shares of General Motors worth $19.6K as of Q3 2026.
Financial Perspectives left its General Motors share count unchanged in Q3 2026.
General Motors made up ﹤0.01% of Financial Perspectives's portfolio in Q3 2026, its #467 holding.
Financial Perspectives first reported a position in General Motors in Q1 2020 and has held it in 24 quarters since.
Financial Perspectives's General Motors position peaked at $139K in Q2 2021.
971 funds tracked by Wall St. Rank held General Motors as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.