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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
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 $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

Kingswood Wealth Advisors's GM Position: Q1 2026 in Review

Kingswood Wealth Advisors opened a new position in General Motors (GM) in Q1 2026: 2,718 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #883 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in GM as recently as Q3 2024.

Kingswood Wealth Advisors first reported a position in GM in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.61M in Q1 2024. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Kingswood Wealth Advisors held 2,718 shares of General Motors worth $202K as of Q1 2026.
  • General Motors was a new Kingswood Wealth Advisors position in Q1 2026.
  • General Motors made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #883 holding.
  • Kingswood Wealth Advisors first reported a position in General Motors in Q3 2023 and has held it in 6 quarters since.
  • Kingswood Wealth Advisors's General Motors position peaked at $1.61M in Q1 2024.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.