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SFG Wealth Management’s General Motors GM Stock Holding History

SFG 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 		$584K Sell
7,578
-75
-1% -$5.89K 0.21% 69
2026
Q1 		$570K Sell
7,653
-499
-6% -$39.7K 0.23% 60
2025
Q4 		$663K Sell
8,152
-1,241
-13% -$87.5K 0.26% 69
2025
Q3 		$573K Buy
9,393
+17
+0.2% +$948 0.25% 69
2025
Q2 		$461K Hold
9,376
– – 0.28% 49
2025
Q1 		$441K Sell
9,376
-212
-2% -$10.4K 0.22% 81
2024
Q4 		$511K Buy
+9,588
New +$502K 0.27% 53

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

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

SFG Wealth Management reduced its General Motors (GM) stake by 0.98% in Q2 2026, selling an estimated $5.89K and leaving 7,578 shares worth $584K. The position accounts for 0.21% of the portfolio, ranked #69.

SFG Wealth Management first reported a position in GM in Q4 2024 and has held it in 7 quarters since. The position peaked at $663K in Q4 2025. 1,565 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • SFG Wealth Management held 7,578 shares of General Motors worth $584K as of Q2 2026.
  • SFG Wealth Management sold 75 General Motors shares in Q2 2026, an estimated $5.89K.
  • General Motors made up 0.21% of SFG Wealth Management's portfolio in Q2 2026, its #69 holding.
  • SFG Wealth Management first reported a position in General Motors in Q4 2024 and has held it in 7 quarters since.
  • SFG Wealth Management's General Motors position peaked at $663K in Q4 2025.
  • 1,565 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.