Modera Wealth Management’s General Motors GM Stock Holding History

Modera Wealth Management’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	$269K	Buy	3,496 +3	+0.1%	+$236	﹤0.01%	573
2026 Q1	$260K	Sell	3,493 -459	-12%	-$36.5K	﹤0.01%	557
2025 Q4	$321K	Buy	3,952 +102	+3%	+$7.19K	﹤0.01%	532
2025 Q3	$235K	Buy	+3,850	New	+$215K	﹤0.01%	593
2025 Q1	–	Sell	-4,008	Closed	-$214K	–	620
2024 Q4	$214K	Buy	+4,008	New	+$210K	﹤0.01%	583
2022 Q1	–	Sell	-13,698	Closed	-$803K	–	452
2021 Q4	$803K	Buy	+13,698	New	+$800K	0.03%	195

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

Modera Wealth Management's GM Position: Q2 2026 in Review

Modera Wealth Management increased its General Motors (GM) stake by 0.09% in Q2 2026, buying an estimated $236 and bringing the position to 3,496 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Modera Wealth Management first reported a position in GM in Q4 2021 and has held it in 6 quarters since. The position peaked at $803K in Q4 2021. 1,572 funds tracked by Wall St. Rank hold GM as of Q2 2026.

Modera Wealth Management held 3,496 shares of General Motors worth $269K as of Q2 2026.
Modera Wealth Management bought 3 General Motors shares in Q2 2026, an estimated $236.
General Motors made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #573 holding.
Modera Wealth Management first reported a position in General Motors in Q4 2021 and has held it in 6 quarters since.
Modera Wealth Management's General Motors position peaked at $803K in Q4 2021.
1,572 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.