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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kestra Private Wealth Services's GM Position: Q1 2026 in Review

Kestra Private Wealth Services increased its General Motors (GM) stake by 176% in Q1 2026, buying an estimated $1.01M and bringing the position to 19,884 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #657.

Kestra Private Wealth Services first reported a position in GM in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.93M in Q2 2023. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Kestra Private Wealth Services held 19,884 shares of General Motors worth $1.48M as of Q1 2026.
  • Kestra Private Wealth Services bought 12,682 General Motors shares in Q1 2026, an estimated $1.01M.
  • General Motors made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #657 holding.
  • Kestra Private Wealth Services first reported a position in General Motors in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's General Motors position peaked at $3.93M in Q2 2023.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.