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 Q3	$548K	Sell	7,115 -127	-2%	-$10.6K	0.02%	211
2026 Q2	$558K	Buy	7,242 +1,027	+17%	+$80.7K	0.02%	180
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Root Financial Partners's GM Position: Q3 2026 in Review

Root Financial Partners reduced its General Motors (GM) stake by 1.8% in Q3 2026, selling an estimated $10.6K and leaving 7,115 shares worth $548K. The position accounts for 0.02% of the portfolio, ranked #211.

Root Financial Partners first reported a position in GM in Q3 2025 and has held it in 5 quarters since. The position peaked at $558K in Q2 2026. 553 funds tracked by Wall St. Rank hold GM as of Q3 2026.

Root Financial Partners held 7,115 shares of General Motors worth $548K as of Q3 2026.
Root Financial Partners sold 127 General Motors shares in Q3 2026, an estimated $10.6K.
General Motors made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #211 holding.
Root Financial Partners first reported a position in General Motors in Q3 2025 and has held it in 5 quarters since.
Root Financial Partners's General Motors position peaked at $558K in Q2 2026.
553 funds tracked by Wall St. Rank held General Motors as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.