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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Modera Wealth Management's GM Position: Q1 2026 in Review

Modera Wealth Management reduced its General Motors (GM) stake by 12% in Q1 2026, selling an estimated $36.5K and leaving 3,493 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Modera Wealth Management first reported a position in GM in Q4 2021 and has held it in 5 quarters since. The position peaked at $803K in Q4 2021. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Modera Wealth Management held 3,493 shares of General Motors worth $260K as of Q1 2026.
  • Modera Wealth Management sold 459 General Motors shares in Q1 2026, an estimated $36.5K.
  • General Motors made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #557 holding.
  • Modera Wealth Management first reported a position in General Motors in Q4 2021 and has held it in 5 quarters since.
  • Modera Wealth Management's General Motors position peaked at $803K in Q4 2021.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.