RFP
GM icon

Root Financial Partners’s General Motors GM Stock Holding History

Root Financial Partners’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 		$463K Buy
6,215
+2,022
+48% +$161K 0.02% 177
2025
Q4 		$341K Buy
4,193
+666
+19% +$47K 0.02% 210
2025
Q3 		$215K Buy
+3,527
New +$197K 0.01% 267

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

Root Financial Partners's GM Position: Q1 2026 in Review

Root Financial Partners increased its General Motors (GM) stake by 48% in Q1 2026, buying an estimated $161K and bringing the position to 6,215 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #177.

Root Financial Partners first reported a position in GM in Q3 2025 and has held it in 3 quarters since. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Root Financial Partners held 6,215 shares of General Motors worth $463K as of Q1 2026.
  • Root Financial Partners bought 2,022 General Motors shares in Q1 2026, an estimated $161K.
  • General Motors made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #177 holding.
  • Root Financial Partners first reported a position in General Motors in Q3 2025 and has held it in 3 quarters since.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.