OneAscent Wealth Management’s General Motors GM Stock Holding History

OneAscent 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	$385K	Buy	5,001 +128	+3%	+$10.1K	0.11%	95
2026 Q1	$363K	Sell	4,873 -60	-1%	-$4.77K	0.12%	95
2025 Q4	$401K	Sell	4,933 -215	-4%	-$15.2K	0.13%	80
2025 Q3	$314K	Sell	5,148 -114	-2%	-$6.36K	0.11%	119
2025 Q2	$259K	Buy	5,262 +361	+7%	+$17.1K	0.1%	137
2025 Q1	$230K	Sell	4,901 -136	-3%	-$6.7K	0.1%	127
2024 Q4	$268K	Sell	5,037 -126	-2%	-$6.6K	0.11%	126
2024 Q3	$232K	Sell	5,163 -22	-0.4%	-$1.02K	0.09%	161
2024 Q2	$241K	Sell	5,185 -135	-3%	-$6.09K	0.13%	85
2024 Q1	$241K	Buy	+5,320	New	+$206K	0.09%	154
2023 Q4	–	Sell	-9,176	Closed	-$303K	–	187
2023 Q3	$303K	Sell	9,176 -1,339	-13%	-$47.6K	0.13%	109
2023 Q2	$405K	Buy	10,515 +3,517	+50%	+$122K	0.19%	47
2023 Q1	$257K	Buy	+6,998	New	+$265K	0.1%	145
2021 Q1	$771K	Sell	13,414 -135	-1%	-$7.17K	0.33%	66
2020 Q4	$564K	Buy	+13,549	New	+$527K	0.26%	92

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 $3.37T AUM 44.26% 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

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

OneAscent Wealth Management increased its General Motors (GM) stake by 2.6% in Q2 2026, buying an estimated $10.1K and bringing the position to 5,001 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #95.

OneAscent Wealth Management first reported a position in GM in Q4 2020 and has held it in 15 quarters since. The position peaked at $771K in Q1 2021. 1,567 funds tracked by Wall St. Rank hold GM as of Q2 2026.

OneAscent Wealth Management held 5,001 shares of General Motors worth $385K as of Q2 2026.
OneAscent Wealth Management bought 128 General Motors shares in Q2 2026, an estimated $10.1K.
General Motors made up 0.11% of OneAscent Wealth Management's portfolio in Q2 2026, its #95 holding.
OneAscent Wealth Management first reported a position in General Motors in Q4 2020 and has held it in 15 quarters since.
OneAscent Wealth Management's General Motors position peaked at $771K in Q1 2021.
1,567 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.