Integrated Wealth Concepts’s General Motors GM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.09M Buy
54,866
+26,185
+91% +$2.08M 0.03% 490
2025
Q4
$2.33M Sell
28,681
-15,981
-36% -$1.13M 0.03% 495
2025
Q3
$2.72M Buy
44,662
+5,820
+15% +$325K 0.02% 568
2025
Q2
$1.91M Buy
38,842
+14,591
+60% +$692K 0.02% 631
2025
Q1
$1.14M Buy
24,251
+595
+3% +$29.3K 0.01% 778
2024
Q4
$1.26M Buy
23,656
+3,336
+16% +$175K 0.01% 728
2024
Q3
$911K Sell
20,320
-1,336
-6% -$61.9K 0.01% 847
2024
Q2
$1.01M Buy
21,656
+64
+0.3% +$2.89K 0.01% 757
2024
Q1
$979K Sell
21,592
-1,010
-4% -$39.1K 0.01% 759
2023
Q4
$812K Sell
22,602
-48,397
-68% -$1.5M 0.01% 802
2023
Q3
$2.34M Sell
70,999
-3,689
-5% -$131K 0.04% 397
2023
Q2
$2.88M Sell
74,688
-2,296
-3% -$79.4K 0.05% 339
2023
Q1
$2.82M Buy
76,984
+61,018
+382% +$2.31M 0.06% 304
2022
Q4
$537K Sell
15,966
-770
-5% -$28.5K 0.01% 644
2022
Q3
$537K Sell
16,736
-791
-5% -$29K 0.02% 567
2022
Q2
$557K Buy
17,527
+1,968
+13% +$73.8K 0.02% 575
2022
Q1
$681K Buy
15,559
+2,539
+20% +$127K 0.02% 496
2021
Q4
$763K Sell
13,020
-1,142
-8% -$66.7K 0.02% 505
2021
Q3
$746K Buy
14,162
+9,260
+189% +$492K 0.02% 475
2021
Q2
$290K Sell
4,902
-67
-1% -$3.94K 0.01% 668
2021
Q1
$286K Buy
+4,969
New +$264K 0.01% 600

Other funds holding GM

Integrated Wealth Concepts's GM Position: Q1 2026 in Review

Integrated Wealth Concepts increased its General Motors (GM) stake by 91% in Q1 2026, buying an estimated $2.08M and bringing the position to 54,866 shares worth $4.09M. The position accounts for 0.03% of the portfolio, ranked #490.

Integrated Wealth Concepts first reported a position in GM in Q1 2021 and has held it in 21 quarters since. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Integrated Wealth Concepts held 54,866 shares of General Motors worth $4.09M as of Q1 2026.
  • Integrated Wealth Concepts bought 26,185 General Motors shares in Q1 2026, an estimated $2.08M.
  • General Motors made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #490 holding.
  • Integrated Wealth Concepts first reported a position in General Motors in Q1 2021 and has held it in 21 quarters since.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.