JFS Wealth Advisors’s General Motors GM Stock Holding History

JFS 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	$113K	Buy	1,460 +23	+2%	+$1.81K	0.01%	413
2026 Q1	$107K	Buy	1,437 +26	+2%	+$2.07K	0.01%	403
2025 Q4	$115K	Buy	1,411 +201	+17%	+$14.2K	0.01%	388
2025 Q3	$73.8K	Sell	1,210 -3	-0.2%	-$167	﹤0.01%	445
2025 Q2	$59.7K	Buy	1,213 +2	+0.2%	+$95	﹤0.01%	446
2025 Q1	$57K	Sell	1,211 -9	-0.7%	-$444	﹤0.01%	448
2024 Q4	$65K	Buy	1,220 +3	+0.2%	+$157	﹤0.01%	418
2024 Q3	$54.6K	Buy	1,217 +38	+3%	+$1.76K	﹤0.01%	448
2024 Q2	$54.8K	Sell	1,179 -5	-0.4%	-$226	﹤0.01%	403
2024 Q1	$53.7K	Buy	1,184 +31	+3%	+$1.2K	﹤0.01%	414
2023 Q4	$41.4K	Sell	1,153 -165	-13%	-$5.1K	﹤0.01%	437
2023 Q3	$43.5K	Buy	1,318 +109	+9%	+$3.87K	﹤0.01%	394
2023 Q2	$46.6K	Sell	1,209 -234	-16%	-$8.09K	﹤0.01%	378
2023 Q1	$52.9K	Buy	1,443 +27	+2%	+$1.02K	0.01%	366
2022 Q4	$47.6K	Sell	1,416 -741	-34%	-$27.4K	﹤0.01%	370
2022 Q3	$69K	Sell	2,157 -135	-6%	-$4.96K	0.01%	329
2022 Q2	$73K	Buy	2,292 +405	+21%	+$15.2K	0.01%	333
2022 Q1	$83K	Buy	1,887 +479	+34%	+$23.9K	0.01%	327
2021 Q4	$83K	Buy	1,408 +475	+51%	+$27.7K	0.01%	341
2021 Q3	$49K	Hold	933	–	–	0.01%	414
2021 Q2	$55K	Hold	933	–	–	0.01%	264
2021 Q1	$54K	Buy	933 +200	+27%	+$10.6K	0.01%	243
2020 Q4	$31K	Hold	733	–	–	0.01%	287
2020 Q3	$22K	Hold	733	–	–	0.01%	305
2020 Q2	$19K	Hold	733	–	–	﹤0.01%	306
2020 Q1	$15K	Hold	733	–	–	﹤0.01%	293
2019 Q4	$27K	Hold	733	–	–	0.01%	283
2019 Q3	$27K	Hold	733	–	–	0.01%	275
2019 Q2	$28K	Hold	733	–	–	0.01%	280
2019 Q1	$27K	Sell	733 -230	-24%	-$8.74K	0.01%	267
2018 Q4	$32K	Sell	963 -2,759	-74%	-$95.2K	0.01%	252
2018 Q3	$125K	Hold	3,722	–	–	0.03%	181
2018 Q2	$146K	Sell	3,722 -185	-5%	-$7.28K	0.04%	161
2018 Q1	$142K	Sell	3,907 -406	-9%	-$16.5K	0.04%	165
2017 Q4	$176K	Buy	4,313 +1	+0%	+$43	0.04%	150
2017 Q3	$174K	Sell	4,312 -314	-7%	-$11.5K	0.05%	140
2017 Q2	$161K	Buy	4,626 +4	+0.1%	+$136	0.04%	138
2017 Q1	$161K	Hold	4,622	–	–	0.04%	145
2016 Q4	$161K	Buy	4,622 +2	+0%	+$67	0.04%	145
2016 Q3	$146K	Sell	4,620 -365	-7%	-$11.4K	0.04%	151
2016 Q2	$141K	Sell	4,985 -90	-2%	-$2.73K	0.04%	188
2016 Q1	$159K	Sell	5,075 -14	-0.3%	-$421	0.05%	148
2015 Q4	$173K	Buy	5,089 +11	+0.2%	+$382	0.05%	142
2015 Q3	$152K	Buy	5,078 +2	+0%	+$61	0.07%	127
2015 Q2	$169K	Buy	5,076 +2	+0%	+$71	0.09%	102
2015 Q1	$190K	Buy	5,074 +170	+3%	+$6.18K	0.09%	92
2014 Q4	$171K	Sell	4,904 -390	-7%	-$12.5K	0.03%	98
2014 Q3	$169K	Buy	5,294 +5,289	+105,780%	+$184K	0.03%	89
2014 Q2	$0	Buy	+5	New	+$174	﹤0.01%	480

Other funds holding GM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

JFS Wealth Advisors increased its General Motors (GM) stake by 1.6% in Q2 2026, buying an estimated $1.81K and bringing the position to 1,460 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #413.

JFS Wealth Advisors first reported a position in GM in Q2 2014 and has held it in 49 quarters since. The position peaked at $190K in Q1 2015. 415 funds tracked by Wall St. Rank hold GM as of Q2 2026.

JFS Wealth Advisors held 1,460 shares of General Motors worth $113K as of Q2 2026.
JFS Wealth Advisors bought 23 General Motors shares in Q2 2026, an estimated $1.81K.
General Motors made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #413 holding.
JFS Wealth Advisors first reported a position in General Motors in Q2 2014 and has held it in 49 quarters since.
JFS Wealth Advisors's General Motors position peaked at $190K in Q1 2015.
415 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.