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Sendero Wealth Management’s General Motors GM Stock Holding History

Sendero 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
Q2 		$212K Sell
2,753
-117
-4% -$9.19K 0.02% 205
2026
Q1 		$214K Sell
2,870
-3,317
-54% -$264K 0.02% 199
2025
Q4 		$503K Buy
6,187
+209
+3% +$14.7K 0.06% 156
2025
Q3 		$364K Sell
5,978
-3,620
-38% -$202K 0.04% 163
2025
Q2 		$472K Buy
9,598
+1,460
+18% +$69.2K 0.06% 147
2025
Q1 		$383K Buy
8,138
+20
+0.2% +$986 0.05% 148
2024
Q4 		$432K Hold
8,118
– – 0.06% 138
2024
Q3 		$364K Buy
8,118
+530
+7% +$24.6K 0.06% 138
2024
Q2 		$353K Sell
7,588
-510
-6% -$23K 0.06% 135
2024
Q1 		$367K Sell
8,098
-4,435
-35% -$172K 0.06% 135
2023
Q4 		$450K Buy
12,533
+6,220
+99% +$192K 0.08% 126
2023
Q3 		$208K Sell
6,313
-130
-2% -$4.62K 0.04% 148
2023
Q2 		$248K Sell
6,443
-235
-4% -$8.13K 0.05% 140
2023
Q1 		$245K Sell
6,678
-6,928
-51% -$262K 0.08% 93
2022
Q4 		$458K Sell
13,606
-2,992
-18% -$111K 0.16% 72
2022
Q3 		$533K Buy
16,598
+566
+4% +$20.8K 0.22% 62
2022
Q2 		$509K Buy
16,032
+396
+3% +$14.9K 0.49% 48
2022
Q1 		$684K Buy
15,636
+11,168
+250% +$558K 0.32% 39
2021
Q4 		$834K Buy
+4,468
New +$261K 0.37% 40

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sendero Wealth Management's GM Position: Q2 2026 in Review

Sendero Wealth Management reduced its General Motors (GM) stake by 4.1% in Q2 2026, selling an estimated $9.19K and leaving 2,753 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #205.

Sendero Wealth Management first reported a position in GM in Q4 2021 and has held it in 19 quarters since. The position peaked at $834K in Q4 2021. 1,569 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Sendero Wealth Management held 2,753 shares of General Motors worth $212K as of Q2 2026.
  • Sendero Wealth Management sold 117 General Motors shares in Q2 2026, an estimated $9.19K.
  • General Motors made up 0.02% of Sendero Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Sendero Wealth Management first reported a position in General Motors in Q4 2021 and has held it in 19 quarters since.
  • Sendero Wealth Management's General Motors position peaked at $834K in Q4 2021.
  • 1,569 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.