KPWS
GM icon

Kestra Private Wealth Services’s General Motors GM Stock Holding History

Kestra Private Wealth Services’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 		$1.66M Buy
21,579
+1,695
+9% +$133K 0.02% 659
2026
Q1 		$1.48M Buy
19,884
+12,682
+176% +$1.01M 0.02% 657
2025
Q4 		$586K Sell
7,202
-18,990
-73% -$1.34M 0.01% 1078
2025
Q3 		$1.6M Buy
26,192
+761
+3% +$42.4K 0.02% 605
2025
Q2 		$1.25M Sell
25,431
-4,536
-15% -$215K 0.02% 656
2025
Q1 		$1.41M Buy
29,967
+278
+0.9% +$13.7K 0.02% 557
2024
Q4 		$1.58M Sell
29,689
-1,956
-6% -$102K 0.03% 501
2024
Q3 		$1.42M Sell
31,645
-2,049
-6% -$95K 0.03% 516
2024
Q2 		$1.57M Buy
33,694
+1,922
+6% +$86.8K 0.03% 452
2024
Q1 		$1.44M Sell
31,772
-941
-3% -$36.5K 0.03% 462
2023
Q4 		$1.18M Sell
32,713
-66,542
-67% -$2.06M 0.03% 483
2023
Q3 		$3.27M Sell
99,255
-2,595
-3% -$92.2K 0.1% 223
2023
Q2 		$3.93M Buy
101,850
+5,475
+6% +$189K 0.13% 171
2023
Q1 		$3.54M Buy
96,375
+18,645
+24% +$705K 0.14% 166
2022
Q4 		$2.61M Sell
77,730
-7,002
-8% -$259K 0.13% 177
2022
Q3 		$2.72M Buy
84,732
+11,164
+15% +$410K 0.16% 154
2022
Q2 		$2.34M Buy
73,568
+33,564
+84% +$1.26M 0.13% 184
2022
Q1 		$1.75M Sell
40,004
-1,319
-3% -$65.9K 0.09% 245
2021
Q4 		$2.42M Buy
41,323
+2,875
+7% +$168K 0.12% 185
2021
Q3 		$2.03M Buy
38,448
+7,691
+25% +$409K 0.11% 197
2021
Q2 		$1.82M Buy
30,757
+5,030
+20% +$296K 0.11% 209
2021
Q1 		$1.48M Buy
25,727
+8,116
+46% +$431K 0.1% 220
2020
Q4 		$737K Buy
17,611
+2,792
+19% +$109K 0.05% 349
2020
Q3 		$438K Buy
+14,819
New +$416K 0.04% 407

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's GM Position: Q2 2026 in Review

Kestra Private Wealth Services increased its General Motors (GM) stake by 8.5% in Q2 2026, buying an estimated $133K and bringing the position to 21,579 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #659.

Kestra Private Wealth Services first reported a position in GM in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.93M in Q2 2023. 1,572 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Kestra Private Wealth Services held 21,579 shares of General Motors worth $1.66M as of Q2 2026.
  • Kestra Private Wealth Services bought 1,695 General Motors shares in Q2 2026, an estimated $133K.
  • General Motors made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #659 holding.
  • Kestra Private Wealth Services first reported a position in General Motors in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's General Motors position peaked at $3.93M in Q2 2023.
  • 1,572 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.