Symphony Financial’s General Motors GM Stock Holding History

Symphony Financial’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	$378K	Buy	4,904 +48	+1%	+$3.77K	0.04%	231
2026 Q1	$361K	Buy	4,856 +1,075	+28%	+$85.5K	0.05%	205
2025 Q4	$308K	Sell	3,781 -1,302	-26%	-$91.8K	0.04%	222
2025 Q3	$310K	Buy	5,083 +3,520	+225%	+$196K	0.04%	212
2025 Q2	$254K	Buy	+1,563	New	+$74.1K	0.03%	221
2021 Q2	–	Sell	-5,155	Closed	-$319K	–	174
2021 Q1	$319K	Buy	+5,155	New	+$274K	0.08%	147

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Symphony Financial's GM Position: Q2 2026 in Review

Symphony Financial increased its General Motors (GM) stake by 0.99% in Q2 2026, buying an estimated $3.77K and bringing the position to 4,904 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #231.

Symphony Financial first reported a position in GM in Q1 2021 and has held it in 6 quarters since. 1,572 funds tracked by Wall St. Rank hold GM as of Q2 2026.

Symphony Financial held 4,904 shares of General Motors worth $378K as of Q2 2026.
Symphony Financial bought 48 General Motors shares in Q2 2026, an estimated $3.77K.
General Motors made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #231 holding.
Symphony Financial first reported a position in General Motors in Q1 2021 and has held it in 6 quarters since.
1,572 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.