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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
Q2 		$967K Buy
12,551
+218
+2% +$17.1K 0.08% 120
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IBEX Wealth Advisors's GM Position: Q2 2026 in Review

IBEX Wealth Advisors increased its General Motors (GM) stake by 1.8% in Q2 2026, buying an estimated $17.1K and bringing the position to 12,551 shares worth $967K. The position accounts for 0.08% of the portfolio, ranked #120.

IBEX Wealth Advisors first reported a position in GM in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.35M in Q2 2021. 1,567 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • IBEX Wealth Advisors held 12,551 shares of General Motors worth $967K as of Q2 2026.
  • IBEX Wealth Advisors bought 218 General Motors shares in Q2 2026, an estimated $17.1K.
  • General Motors made up 0.08% of IBEX Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • IBEX Wealth Advisors first reported a position in General Motors in Q4 2016 and has held it in 7 quarters since.
  • IBEX Wealth Advisors's General Motors position peaked at $1.35M in Q2 2021.
  • 1,567 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.