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Regent Peak Wealth Advisors’s General Motors GM Stock Holding History

Regent Peak 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
Q2 		$244K Buy
3,160
+70
+2% +$5.5K 0.05% 183
2026
Q1 		$230K Buy
3,090
+49
+2% +$3.9K 0.05% 179
2025
Q4 		$247K Buy
+3,041
New +$214K 0.05% 159
2021
Q1 		– Sell
-565
Closed -$24K – 477
2020
Q4 		$24K Buy
+565
New +$22K 0.01% 424

Other funds holding GM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Regent Peak Wealth Advisors's GM Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its General Motors (GM) stake by 2.3% in Q2 2026, buying an estimated $5.5K and bringing the position to 3,160 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #183.

Regent Peak Wealth Advisors first reported a position in GM in Q4 2020 and has held it in 4 quarters since. The position peaked at $247K in Q4 2025. 306 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Regent Peak Wealth Advisors held 3,160 shares of General Motors worth $244K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 70 General Motors shares in Q2 2026, an estimated $5.5K.
  • General Motors made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #183 holding.
  • Regent Peak Wealth Advisors first reported a position in General Motors in Q4 2020 and has held it in 4 quarters since.
  • Regent Peak Wealth Advisors's General Motors position peaked at $247K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.