MWM
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Modern Wealth Management’s General Motors GM Stock Holding History

Modern 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 		$235K Buy
+3,049
New +$240K ﹤0.01% 974
2026
Q1 		– Sell
-3,416
Closed -$278K – 911
2025
Q4 		$278K Buy
+3,416
New +$241K 0.01% 706

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Modern Wealth Management opened a new position in General Motors (GM) in Q2 2026: 3,049 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #974 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in GM as recently as Q4 2025.

Modern Wealth Management first reported a position in GM in Q4 2025 and has held it in 2 quarters since. The position peaked at $278K in Q4 2025. 1,572 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Modern Wealth Management held 3,049 shares of General Motors worth $235K as of Q2 2026.
  • General Motors was a new Modern Wealth Management position in Q2 2026.
  • General Motors made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #974 holding.
  • Modern Wealth Management first reported a position in General Motors in Q4 2025 and has held it in 2 quarters since.
  • Modern Wealth Management's General Motors position peaked at $278K in Q4 2025.
  • 1,572 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.