Fulcrum Wealth Advisors’s General Motors GM Stock Holding History

Fulcrum 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	–	Sell	-2,550	Closed	-$207K	–	73
2025 Q4	$207K	Buy	+2,550	New	+$180K	0.17%	65

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Fulcrum Wealth Advisors sold out of General Motors (GM) in Q1 2026, closing a stake of 2,550 shares — an estimated $207K sold.

Fulcrum Wealth Advisors first reported a position in GM in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 1,519 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Fulcrum Wealth Advisors reported no remaining General Motors position as of Q1 2026 after selling out during the quarter.
Fulcrum Wealth Advisors sold 2,550 General Motors shares in Q1 2026, an estimated $207K.
Fulcrum Wealth Advisors first reported a position in General Motors in Q4 2025 and held it in 1 quarter.
Fulcrum Wealth Advisors's General Motors position peaked at $207K in Q4 2025.
1,519 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.