GeoWealth Management’s General Motors GM Stock Holding History

GeoWealth 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 Q1	$586K	Buy	7,867 +1,590	+25%	+$126K	0.02%	439
2025 Q4	$510K	Buy	6,277 +313	+5%	+$22.1K	0.02%	430
2025 Q3	$364K	Buy	5,964 +70	+1%	+$3.9K	0.01%	523
2025 Q2	$290K	Buy	5,894 +3,054	+108%	+$145K	0.01%	554
2025 Q1	$134K	Sell	2,840 -773	-21%	-$38.1K	0.01%	739
2024 Q4	$192K	Sell	3,613 -30	-0.8%	-$1.57K	0.01%	781
2024 Q3	$163K	Sell	3,643 -3,129	-46%	-$145K	0.01%	773
2024 Q2	$315K	Sell	6,772 -409	-6%	-$18.5K	0.01%	567
2024 Q1	$326K	Sell	7,181 -1,560	-18%	-$60.5K	0.01%	551
2023 Q4	$314K	Buy	+8,741	New	+$270K	0.03%	401
2022 Q2	–	Sell	-615	Closed	-$26K	–	355
2022 Q1	$26K	Sell	615 -35	-5%	-$1.75K	﹤0.01%	357
2021 Q4	$39K	Buy	650 +252	+63%	+$14.7K	﹤0.01%	324
2021 Q3	$21K	Buy	+398	New	+$21.2K	﹤0.01%	369

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

GeoWealth Management's GM Position: Q1 2026 in Review

GeoWealth Management increased its General Motors (GM) stake by 25% in Q1 2026, buying an estimated $126K and bringing the position to 7,867 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #439.

GeoWealth Management first reported a position in GM in Q3 2021 and has held it in 13 quarters since. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

GeoWealth Management held 7,867 shares of General Motors worth $586K as of Q1 2026.
GeoWealth Management bought 1,590 General Motors shares in Q1 2026, an estimated $126K.
General Motors made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #439 holding.
GeoWealth Management first reported a position in General Motors in Q3 2021 and has held it in 13 quarters since.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.