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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Root Financial Partners's GM Position: Q2 2026 in Review

Root Financial Partners increased its General Motors (GM) stake by 17% in Q2 2026, buying an estimated $80.7K and bringing the position to 7,242 shares worth $558K. The position accounts for 0.02% of the portfolio, ranked #180.

Root Financial Partners first reported a position in GM in Q3 2025 and has held it in 4 quarters since. 1,567 funds tracked by Wall St. Rank hold GM as of Q2 2026.

Root Financial Partners held 7,242 shares of General Motors worth $558K as of Q2 2026.
Root Financial Partners bought 1,027 General Motors shares in Q2 2026, an estimated $80.7K.
General Motors made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #180 holding.
Root Financial Partners first reported a position in General Motors in Q3 2025 and has held it in 4 quarters since.
1,567 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.