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Live Oak Private Wealth’s General Motors GM Stock Holding History

Live Oak Private Wealth’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 		$248K Hold
3,220
– – 0.03% 193
2026
Q1 		$240K Hold
3,220
– – 0.03% 184
2025
Q4 		$262K Buy
+3,220
New +$227K 0.04% 174
2020
Q1 		– Sell
-61,667
Closed -$2.26M – 80
2019
Q4 		$2.26M Buy
+61,667
New +$2.24M 2.19% 17

Other funds holding GM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Live Oak Private Wealth's GM Position: Q2 2026 in Review

Live Oak Private Wealth held its General Motors (GM) position steady in Q2 2026 at 3,220 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #193.

Live Oak Private Wealth first reported a position in GM in Q4 2019 and has held it in 4 quarters since. The position peaked at $2.26M in Q4 2019. 415 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Live Oak Private Wealth held 3,220 shares of General Motors worth $248K as of Q2 2026.
  • Live Oak Private Wealth left its General Motors share count unchanged in Q2 2026.
  • General Motors made up 0.03% of Live Oak Private Wealth's portfolio in Q2 2026, its #193 holding.
  • Live Oak Private Wealth first reported a position in General Motors in Q4 2019 and has held it in 4 quarters since.
  • Live Oak Private Wealth's General Motors position peaked at $2.26M in Q4 2019.
  • 415 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.