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Kingswood Wealth Advisors’s General Motors GM Stock Holding History

Kingswood 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 		– Sell
-2,718
Closed -$202K – 1020
2026
Q1 		$202K Buy
+2,718
New +$216K 0.01% 883
2024
Q4 		– Sell
-24,930
Closed -$1.12M – 841
2024
Q3 		$1.12M Sell
24,930
-649
-3% -$30.1K 0.08% 265
2024
Q2 		$1.19M Sell
25,579
-9,861
-28% -$445K 0.11% 203
2024
Q1 		$1.61M Buy
35,440
+9,779
+38% +$379K 0.19% 136
2023
Q4 		$922K Buy
25,661
+5,448
+27% +$168K 0.1% 206
2023
Q3 		$666K Buy
+20,213
New +$718K 0.11% 201

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

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

Kingswood Wealth Advisors sold out of General Motors (GM) in Q2 2026, closing a stake of 2,718 shares — an estimated $202K sold.

Kingswood Wealth Advisors first reported a position in GM in Q3 2023 and held it in 6 quarters. The position peaked at $1.61M in Q1 2024. 1,572 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining General Motors position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,718 General Motors shares in Q2 2026, an estimated $202K.
  • Kingswood Wealth Advisors first reported a position in General Motors in Q3 2023 and held it in 6 quarters.
  • Kingswood Wealth Advisors's General Motors position peaked at $1.61M in Q1 2024.
  • 1,572 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

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