MorganRosel Wealth Management’s General Motors GM Stock Holding History

MorganRosel 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	$909K	Sell	11,790 -1,608	-12%	-$126K	0.31%	57
2026 Q1	$998K	Buy	+13,398	New	+$1.07M	0.39%	42
2025 Q3	–	Sell	-1,956	Closed	-$96.3K	–	202
2025 Q2	$96.3K	Hold	1,956	–	–	0.03%	146
2025 Q1	$92K	Buy	+1,956	New	+$96.4K	0.03%	136
2021 Q4	–	Sell	-15,349	Closed	-$809K	–	83
2021 Q3	$809K	Sell	15,349 -352	-2%	-$18.7K	0.44%	45
2021 Q2	$929K	Buy	15,701 +167	+1%	+$9.82K	0.52%	36
2021 Q1	$893K	Buy	+15,534	New	+$825K	0.56%	35

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

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

MorganRosel Wealth Management reduced its General Motors (GM) stake by 12% in Q2 2026, selling an estimated $126K and leaving 11,790 shares worth $909K. The position accounts for 0.31% of the portfolio, ranked #57.

MorganRosel Wealth Management first reported a position in GM in Q1 2021 and has held it in 7 quarters since. The position peaked at $998K in Q1 2026. 1,572 funds tracked by Wall St. Rank hold GM as of Q2 2026.

MorganRosel Wealth Management held 11,790 shares of General Motors worth $909K as of Q2 2026.
MorganRosel Wealth Management sold 1,608 General Motors shares in Q2 2026, an estimated $126K.
General Motors made up 0.31% of MorganRosel Wealth Management's portfolio in Q2 2026, its #57 holding.
MorganRosel Wealth Management first reported a position in General Motors in Q1 2021 and has held it in 7 quarters since.
MorganRosel Wealth Management's General Motors position peaked at $998K in Q1 2026.
1,572 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

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