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Summit Wealth Group (Colorado)’s General Motors GM Stock Holding History

Summit Wealth Group (Colorado)’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 		$259K Buy
3,366
+175
+5% +$13.8K 0.02% 330
2026
Q1 		$238K Buy
+3,191
New +$254K 0.03% 298

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

Summit Wealth Group (Colorado)'s GM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its General Motors (GM) stake by 5.5% in Q2 2026, buying an estimated $13.8K and bringing the position to 3,366 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #330.

Summit Wealth Group (Colorado) first reported a position in GM in Q1 2026 and has held it in 2 quarters since. 1,569 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 3,366 shares of General Motors worth $259K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 175 General Motors shares in Q2 2026, an estimated $13.8K.
  • General Motors made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #330 holding.
  • Summit Wealth Group (Colorado) first reported a position in General Motors in Q1 2026 and has held it in 2 quarters since.
  • 1,569 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.