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Strategic Family Wealth Counselors’s General Motors GM Stock Holding History

Strategic Family Wealth Counselors’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
Q1 		– Sell
-6,922
Closed -$539K – 186
2025
Q4 		$539K Buy
+6,922
New +$488K 0.12% 111

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Strategic Family Wealth Counselors's GM Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of General Motors (GM) in Q1 2026, closing a stake of 6,922 shares — an estimated $539K sold.

Strategic Family Wealth Counselors first reported a position in GM in Q4 2025 and held it in 1 quarter. The position peaked at $539K in Q4 2025. 1,515 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining General Motors position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 6,922 General Motors shares in Q1 2026, an estimated $539K.
  • Strategic Family Wealth Counselors first reported a position in General Motors in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's General Motors position peaked at $539K in Q4 2025.
  • 1,515 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.