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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Measured Wealth Private Client Group's GM Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its General Motors (GM) stake by 134% in Q1 2026, buying an estimated $185K and bringing the position to 4,073 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #141.

Measured Wealth Private Client Group first reported a position in GM in Q3 2018 and has held it in 9 quarters since. The position peaked at $788K in Q1 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Measured Wealth Private Client Group held 4,073 shares of General Motors worth $303K as of Q1 2026.
Measured Wealth Private Client Group bought 2,332 General Motors shares in Q1 2026, an estimated $185K.
General Motors made up 0.08% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #141 holding.
Measured Wealth Private Client Group first reported a position in General Motors in Q3 2018 and has held it in 9 quarters since.
Measured Wealth Private Client Group's General Motors position peaked at $788K in Q1 2025.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.