Perigon Wealth Management’s General Motors GM Stock Holding History

Perigon 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	$1.72M	Sell	23,047 -1,034	-4%	-$82.2K	0.03%	407
2025 Q4	$1.96M	Sell	24,081 -1,802	-7%	-$127K	0.04%	382
2025 Q3	$1.58M	Buy	25,883 +8,832	+52%	+$492K	0.03%	405
2025 Q2	$839K	Sell	17,051 -2,176	-11%	-$103K	0.02%	518
2025 Q1	$904K	Sell	19,227 -216	-1%	-$10.6K	0.02%	473
2024 Q4	$1.01M	Buy	19,443 +532	+3%	+$27.9K	0.02%	443
2024 Q3	$848K	Sell	18,911 -5,314	-22%	-$246K	0.02%	480
2024 Q2	$1.13M	Buy	24,225 +388	+2%	+$17.5K	0.03%	343
2024 Q1	$1.08M	Sell	23,837 -406	-2%	-$15.7K	0.03%	355
2023 Q4	$871K	Sell	24,243 -12,676	-34%	-$392K	0.03%	369
2023 Q3	$1.22M	Sell	36,919 -208	-0.6%	-$7.39K	0.05%	277
2023 Q2	$1.43M	Sell	37,127 -1,238	-3%	-$42.8K	0.06%	249
2023 Q1	$1.41M	Sell	38,365 -15,746	-29%	-$595K	0.08%	221
2022 Q4	$1.82M	Sell	54,111 -8,864	-14%	-$328K	0.11%	185
2022 Q3	$2.02M	Sell	62,975 -3,399	-5%	-$125K	0.17%	119
2022 Q2	$2.11M	Sell	66,374 -3,830	-5%	-$144K	0.18%	121
2022 Q1	$3.07M	Sell	70,204 -3,433	-5%	-$171K	0.22%	90
2021 Q4	$4.32M	Sell	73,637 -7,307	-9%	-$427K	0.31%	73
2021 Q3	$4.27M	Sell	80,944 -7,443	-8%	-$396K	0.37%	56
2021 Q2	$5.23M	Buy	88,387 +56,475	+177%	+$3.32M	0.47%	43
2021 Q1	$1.83M	Buy	31,912 +16,830	+112%	+$894K	0.19%	109
2020 Q4	$628K	Buy	15,082 +5,678	+60%	+$221K	0.07%	213
2020 Q3	$278K	Buy	9,404 +381	+4%	+$10.7K	0.04%	308
2020 Q2	$228K	Sell	9,023 -2,240	-20%	-$54.5K	0.04%	314
2020 Q1	$271K	Buy	11,263 +1,159	+11%	+$35.4K	0.05%	251
2019 Q4	$362K	Sell	10,104 -8,655	-46%	-$314K	0.07%	173
2019 Q3	$680K	Buy	18,759 +733	+4%	+$28.2K	0.16%	99
2019 Q2	$695K	Buy	18,026 +316	+2%	+$11.8K	0.16%	98
2019 Q1	$683K	Buy	17,710 +842	+5%	+$32K	0.16%	100
2018 Q4	$625K	Sell	16,868 -3,218	-16%	-$111K	0.16%	104
2018 Q3	$676K	Buy	20,086 +8,886	+79%	+$327K	0.17%	104
2018 Q2	$441K	Buy	11,200 +265	+2%	+$10.4K	0.13%	142
2018 Q1	$397K	Buy	10,935 +9,809	+871%	+$398K	0.15%	104
2017 Q4	$46K	Buy	1,126 +160	+17%	+$6.94K	0.02%	303
2017 Q3	$39K	Hold	966	–	–	0.01%	367
2017 Q2	$34K	Hold	966	–	–	0.01%	409
2017 Q1	$34K	Buy	966 +80	+9%	+$2.92K	0.01%	422
2016 Q4	$34K	Sell	886 -22	-2%	-$740	0.01%	397
2016 Q3	$29K	Buy	908 +162	+22%	+$5.06K	0.01%	356
2016 Q2	$21K	Buy	+746	New	+$22.6K	0.01%	335

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

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

Perigon Wealth Management reduced its General Motors (GM) stake by 4.3% in Q1 2026, selling an estimated $82.2K and leaving 23,047 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #407.

Perigon Wealth Management first reported a position in GM in Q2 2016 and has held it in 40 quarters since. The position peaked at $5.23M in Q2 2021. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Perigon Wealth Management held 23,047 shares of General Motors worth $1.72M as of Q1 2026.
Perigon Wealth Management sold 1,034 General Motors shares in Q1 2026, an estimated $82.2K.
General Motors made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #407 holding.
Perigon Wealth Management first reported a position in General Motors in Q2 2016 and has held it in 40 quarters since.
Perigon Wealth Management's General Motors position peaked at $5.23M in Q2 2021.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.