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Robertson Stephens Wealth Management’s General Motors GM Stock Holding History

Robertson Stephens 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 		$246K Buy
3,304
+50
+2% +$3.98K 0.01% 550
2025
Q4 		$265K Buy
+3,254
New +$229K 0.01% 541
2022
Q2 		– Sell
-7,400
Closed -$323K – 394
2022
Q1 		$323K Buy
7,400
+3,156
+74% +$158K 0.03% 302
2021
Q4 		$248K Buy
+4,244
New +$248K 0.02% 349

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Robertson Stephens Wealth Management's GM Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its General Motors (GM) stake by 1.5% in Q1 2026, buying an estimated $3.98K and bringing the position to 3,304 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #550.

Robertson Stephens Wealth Management first reported a position in GM in Q4 2021 and has held it in 4 quarters since. The position peaked at $323K in Q1 2022. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Robertson Stephens Wealth Management held 3,304 shares of General Motors worth $246K as of Q1 2026.
  • Robertson Stephens Wealth Management bought 50 General Motors shares in Q1 2026, an estimated $3.98K.
  • General Motors made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #550 holding.
  • Robertson Stephens Wealth Management first reported a position in General Motors in Q4 2021 and has held it in 4 quarters since.
  • Robertson Stephens Wealth Management's General Motors position peaked at $323K in Q1 2022.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.