Measured Wealth Private Client Group’s General Motors GM Stock Holding History

Measured Wealth Private Client Group’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	$296K	Sell	3,834 -239	-6%	-$18.8K	0.07%	152
2026 Q1	$303K	Buy	4,073 +2,332	+134%	+$185K	0.08%	141
2025 Q4	$142K	Sell	1,741 -699	-29%	-$49.3K	0.04%	226
2025 Q3	$149K	Sell	2,440 -5,564	-70%	-$310K	0.04%	213
2025 Q2	$394K	Sell	8,004 -8,758	-52%	-$415K	0.12%	117
2025 Q1	$788K	Buy	16,762 +3,987	+31%	+$196K	0.25%	53
2024 Q4	$681K	Buy	12,775 +2,380	+23%	+$125K	0.22%	60
2024 Q3	$466K	Buy	10,395 +1,270	+14%	+$58.9K	0.16%	85
2024 Q2	$424K	Buy	+9,125	New	+$412K	0.15%	110
2018 Q4	–	Sell	-2,600	Closed	-$86K	–	339
2018 Q3	$86K	Buy	+2,600	New	+$95.8K	0.05%	259

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Measured Wealth Private Client Group's GM Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its General Motors (GM) stake by 5.9% in Q2 2026, selling an estimated $18.8K and leaving 3,834 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #152.

Measured Wealth Private Client Group first reported a position in GM in Q3 2018 and has held it in 10 quarters since. The position peaked at $788K in Q1 2025. 1,572 funds tracked by Wall St. Rank hold GM as of Q2 2026.

Measured Wealth Private Client Group held 3,834 shares of General Motors worth $296K as of Q2 2026.
Measured Wealth Private Client Group sold 239 General Motors shares in Q2 2026, an estimated $18.8K.
General Motors made up 0.07% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #152 holding.
Measured Wealth Private Client Group first reported a position in General Motors in Q3 2018 and has held it in 10 quarters since.
Measured Wealth Private Client Group's General Motors position peaked at $788K in Q1 2025.
1,572 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.