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Moneta Group Investment Advisors’s General Motors GM Stock Holding History

Moneta Group Investment Advisors’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 		$706K Buy
9,471
+415
+5% +$33K 0.01% 427
2025
Q4 		$736K Buy
9,056
+193
+2% +$13.6K 0.01% 419
2025
Q3 		$540K Buy
8,863
+762
+9% +$42.5K ﹤0.01% 474
2025
Q2 		$399K Buy
8,101
+551
+7% +$26.1K ﹤0.01% 495
2025
Q1 		$355K Sell
7,550
-3,596
-32% -$177K ﹤0.01% 492
2024
Q4 		$594K Sell
11,146
-217
-2% -$11.4K 0.01% 371
2024
Q3 		$510K Sell
11,363
-711
-6% -$33K 0.01% 399
2024
Q2 		$561K Buy
12,074
+1,320
+12% +$59.6K 0.01% 364
2024
Q1 		$488K Buy
10,754
+2,817
+35% +$109K 0.01% 379
2023
Q4 		$285K Buy
+7,937
New +$245K 0.01% 455
2023
Q3 		– Sell
-6,746
Closed -$260K – 547
2023
Q2 		$260K Buy
+6,746
New +$233K 0.01% 450
2022
Q1 		– Sell
-4,571
Closed -$268K – 462
2021
Q4 		$268K Buy
+4,571
New +$267K 0.01% 398
2021
Q2 		– Sell
-3,829
Closed -$220K – 453
2021
Q1 		$220K Buy
+3,829
New +$203K 0.01% 391
2018
Q2 		– Sell
-38
Closed -$1K – 478
2018
Q1 		$1K Buy
38
+24
+171% +$973 ﹤0.01% 574
2017
Q4 		$1K Buy
+14
New +$607 ﹤0.01% 419
2015
Q4 		– Sell
-125
Closed -$4K – 247
2015
Q3 		$4K Buy
+125
New +$3.83K ﹤0.01% 491

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

Moneta Group Investment Advisors's GM Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its General Motors (GM) stake by 4.6% in Q1 2026, buying an estimated $33K and bringing the position to 9,471 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #427.

Moneta Group Investment Advisors first reported a position in GM in Q3 2015 and has held it in 16 quarters since. The position peaked at $736K in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Moneta Group Investment Advisors held 9,471 shares of General Motors worth $706K as of Q1 2026.
  • Moneta Group Investment Advisors bought 415 General Motors shares in Q1 2026, an estimated $33K.
  • General Motors made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #427 holding.
  • Moneta Group Investment Advisors first reported a position in General Motors in Q3 2015 and has held it in 16 quarters since.
  • Moneta Group Investment Advisors's General Motors position peaked at $736K in Q4 2025.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.