New Wave Wealth Advisors’s General Motors GM Stock Holding History

New Wave Wealth 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	–	Sell	-5,030	Closed	-$409K	–	200
2025 Q4	$409K	Buy	5,030 +231	+5%	+$16.3K	0.15%	103
2025 Q3	$293K	Buy	+4,799	New	+$268K	0.11%	128
2025 Q1	–	Sell	-215	Closed	-$11.5K	–	342
2024 Q4	$11.5K	Buy	+215	New	+$11.3K	﹤0.01%	342

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

New Wave Wealth Advisors's GM Position: Q1 2026 in Review

New Wave Wealth Advisors sold out of General Motors (GM) in Q1 2026, closing a stake of 5,030 shares — an estimated $409K sold.

New Wave Wealth Advisors first reported a position in GM in Q4 2024 and held it in 3 quarters. The position peaked at $409K in Q4 2025. 1,512 funds tracked by Wall St. Rank hold GM as of Q1 2026.

New Wave Wealth Advisors reported no remaining General Motors position as of Q1 2026 after selling out during the quarter.
New Wave Wealth Advisors sold 5,030 General Motors shares in Q1 2026, an estimated $409K.
New Wave Wealth Advisors first reported a position in General Motors in Q4 2024 and held it in 3 quarters.
New Wave Wealth Advisors's General Motors position peaked at $409K in Q4 2025.
1,512 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.