Forza Wealth Management’s General Motors GM Stock Holding History

Forza Wealth Management’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	$534K	Hold	6,930	–	–	0.16%	124
2026 Q1	$516K	Sell	6,930 -630	-8%	-$50.1K	0.18%	123
2025 Q4	$615K	Hold	7,560	–	–	0.22%	108
2025 Q3	$461K	Hold	7,560	–	–	0.18%	129
2025 Q2	$372K	Hold	7,560	–	–	0.15%	141
2025 Q1	$356K	Sell	7,560 -200	-3%	-$9.86K	0.16%	135
2024 Q4	$413K	Hold	7,760	–	–	0.19%	119
2024 Q3	$348K	Buy	7,760 +540	+7%	+$25K	0.16%	141
2024 Q2	$335K	Sell	7,220 -50	-0.7%	-$2.26K	0.17%	137
2024 Q1	$330K	Hold	7,270	–	–	0.17%	138
2023 Q4	$261K	Sell	7,270 -280	-4%	-$8.66K	0.14%	146
2023 Q3	$249K	Hold	7,550	–	–	0.13%	161
2023 Q2	$291K	Buy	7,550 +80	+1%	+$2.77K	0.15%	153
2023 Q1	$274K	Hold	7,470	–	–	0.14%	153
2022 Q4	$251K	Buy	+7,470	New	+$276K	0.17%	127

Other funds holding GM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Forza Wealth Management's GM Position: Q2 2026 in Review

Forza Wealth Management held its General Motors (GM) position steady in Q2 2026 at 6,930 shares worth $534K. The position accounts for 0.16% of the portfolio, ranked #124.

Forza Wealth Management first reported a position in GM in Q4 2022 and has held it in 15 quarters since. The position peaked at $615K in Q4 2025. 417 funds tracked by Wall St. Rank hold GM as of Q2 2026.

Forza Wealth Management held 6,930 shares of General Motors worth $534K as of Q2 2026.
Forza Wealth Management left its General Motors share count unchanged in Q2 2026.
General Motors made up 0.16% of Forza Wealth Management's portfolio in Q2 2026, its #124 holding.
Forza Wealth Management first reported a position in General Motors in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's General Motors position peaked at $615K in Q4 2025.
417 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.