IBEX Wealth Advisors’s General Motors GM Stock Holding History

IBEX 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	$919K	Buy	12,333 +625	+5%	+$49.7K	0.09%	118
2025 Q4	$952K	Buy	+11,708	New	+$825K	0.09%	102
2024 Q3	–	Sell	-200	Closed	-$9.29K	–	146
2024 Q2	$9.29K	Buy	+200	New	+$9.03K	﹤0.01%	232
2021 Q3	–	Sell	-22,885	Closed	-$1.22M	–	439
2021 Q2	$1.35M	Buy	22,885 +970	+4%	+$57K	0.27%	104
2021 Q1	$1.26M	Buy	+21,915	New	+$1.16M	0.31%	92
2017 Q1	–	Sell	-499	Closed	-$18K	–	187
2016 Q4	$18K	Buy	+499	New	+$16.8K	0.01%	232

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

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

IBEX Wealth Advisors increased its General Motors (GM) stake by 5.3% in Q1 2026, buying an estimated $49.7K and bringing the position to 12,333 shares worth $919K. The position accounts for 0.09% of the portfolio, ranked #118.

IBEX Wealth Advisors first reported a position in GM in Q4 2016 and has held it in 6 quarters since. The position peaked at $1.35M in Q2 2021. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

IBEX Wealth Advisors held 12,333 shares of General Motors worth $919K as of Q1 2026.
IBEX Wealth Advisors bought 625 General Motors shares in Q1 2026, an estimated $49.7K.
General Motors made up 0.09% of IBEX Wealth Advisors's portfolio in Q1 2026, its #118 holding.
IBEX Wealth Advisors first reported a position in General Motors in Q4 2016 and has held it in 6 quarters since.
IBEX Wealth Advisors's General Motors position peaked at $1.35M in Q2 2021.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.