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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

MorganRosel Wealth Management opened a new position in General Motors (GM) in Q1 2026: 13,398 shares worth $998K. The stake represents 0.39% of the portfolio and ranks #42 among its holdings. This is a return to the name: MorganRosel Wealth Management previously reported a position in GM as recently as Q2 2025.

MorganRosel Wealth Management first reported a position in GM in Q1 2021 and has held it in 6 quarters since. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

MorganRosel Wealth Management held 13,398 shares of General Motors worth $998K as of Q1 2026.
General Motors was a new MorganRosel Wealth Management position in Q1 2026.
General Motors made up 0.39% of MorganRosel Wealth Management's portfolio in Q1 2026, its #42 holding.
MorganRosel Wealth Management first reported a position in General Motors in Q1 2021 and has held it in 6 quarters since.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.