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LifeGoal Wealth Advisors’s General Motors GM Stock Holding History

LifeGoal 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
Q3 		$249K Buy
3,237
+491
+18% +$41.1K 0.08% 170
2026
Q2 		$212K Buy
+2,746
New +$216K 0.1% 145

Other funds holding GM

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

LifeGoal Wealth Advisors's GM Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its General Motors (GM) stake by 18% in Q3 2026, buying an estimated $41.1K and bringing the position to 3,237 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #170.

LifeGoal Wealth Advisors first reported a position in GM in Q2 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold GM as of Q3 2026.

  • LifeGoal Wealth Advisors held 3,237 shares of General Motors worth $249K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 491 General Motors shares in Q3 2026, an estimated $41.1K.
  • General Motors made up 0.08% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #170 holding.
  • LifeGoal Wealth Advisors first reported a position in General Motors in Q2 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held General Motors as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.