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SOA Wealth Advisors’s General Motors GM Stock Holding History

SOA Wealth Advisors’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 		$152K Buy
1,977
+61
+3% +$4.79K 0.03% 237
2026
Q1 		$143K Hold
1,916
– – 0.03% 236
2025
Q4 		$156K Hold
1,916
– – 0.03% 233
2025
Q3 		$117K Sell
1,916
-209
-10% -$11.7K 0.02% 272
2025
Q2 		$105K Sell
2,125
-357
-14% -$16.9K 0.02% 275
2025
Q1 		$117K Sell
2,482
-149
-6% -$7.34K 0.02% 246
2024
Q4 		$140K Buy
2,631
+150
+6% +$7.86K 0.03% 221
2024
Q3 		$111K Sell
2,481
-199
-7% -$9.22K 0.02% 242
2024
Q2 		$125K Hold
2,680
– – 0.03% 224
2024
Q1 		$122K Sell
2,680
-16
-0.6% -$620 0.03% 228
2023
Q4 		$96.8K Hold
2,696
– – 0.02% 238
2023
Q3 		$88.9K Buy
2,696
+1
+0% +$36 0.02% 239
2023
Q2 		$104K Sell
2,695
-309
-10% -$10.7K 0.02% 230
2023
Q1 		$110K Sell
3,004
-201
-6% -$7.6K 0.03% 217
2022
Q4 		$108K Buy
3,205
+2
+0.1% +$74 0.03% 213
2022
Q3 		$102K Buy
3,203
+1
+0% +$37 0.03% 199
2022
Q2 		$101K Buy
3,202
+52
+2% +$1.95K 0.03% 202
2022
Q1 		$137K Buy
3,150
+350
+13% +$17.5K 0.03% 204
2021
Q4 		$162K Hold
2,800
– – 0.04% 180
2021
Q3 		$147K Hold
2,800
– – 0.04% 187
2021
Q2 		$165K Sell
2,800
-475
-15% -$27.9K 0.04% 172
2021
Q1 		$188K Hold
3,275
– – 0.05% 145
2020
Q4 		$179K Buy
+3,275
New +$127K 0.05% 139

Other funds holding GM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SOA Wealth Advisors's GM Position: Q2 2026 in Review

SOA Wealth Advisors increased its General Motors (GM) stake by 3.2% in Q2 2026, buying an estimated $4.79K and bringing the position to 1,977 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #237.

SOA Wealth Advisors first reported a position in GM in Q4 2020 and has held it in 23 quarters since. The position peaked at $188K in Q1 2021. 415 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • SOA Wealth Advisors held 1,977 shares of General Motors worth $152K as of Q2 2026.
  • SOA Wealth Advisors bought 61 General Motors shares in Q2 2026, an estimated $4.79K.
  • General Motors made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #237 holding.
  • SOA Wealth Advisors first reported a position in General Motors in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's General Motors position peaked at $188K in Q1 2021.
  • 415 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.