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Sunrise Financial Services’s General Motors GM Stock Holding History

Sunrise Financial Services’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 		$41.2K Hold
535
– – 0.02% 123
2026
Q1 		$39.9K Hold
535
– – 0.03% 128
2025
Q4 		$43.5K Buy
+535
New +$37.7K 0.03% 103

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

Sunrise Financial Services's GM Position: Q2 2026 in Review

Sunrise Financial Services held its General Motors (GM) position steady in Q2 2026 at 535 shares worth $41.2K. The position accounts for 0.02% of the portfolio, ranked #123.

Sunrise Financial Services first reported a position in GM in Q4 2025 and has held it in 3 quarters since. The position peaked at $43.5K in Q4 2025. 1,563 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Sunrise Financial Services held 535 shares of General Motors worth $41.2K as of Q2 2026.
  • Sunrise Financial Services left its General Motors share count unchanged in Q2 2026.
  • General Motors made up 0.02% of Sunrise Financial Services's portfolio in Q2 2026, its #123 holding.
  • Sunrise Financial Services first reported a position in General Motors in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's General Motors position peaked at $43.5K in Q4 2025.
  • 1,563 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.