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Synergy Investment Management’s General Motors GM Stock Holding History

Synergy Investment Management’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 		$15.5K Buy
+208
New +$16.5K 0.01% 443
2025
Q1 		– Sell
-101
Closed -$5.38K – 622
2024
Q4 		$5.38K Buy
+101
New +$5.29K ﹤0.01% 454

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Synergy Investment Management's GM Position: Q1 2026 in Review

Synergy Investment Management opened a new position in General Motors (GM) in Q1 2026: 208 shares worth $15.5K. The stake represents 0.01% of the portfolio and ranks #443 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in GM as recently as Q4 2024.

Synergy Investment Management first reported a position in GM in Q4 2024 and has held it in 2 quarters since. 1,512 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Synergy Investment Management held 208 shares of General Motors worth $15.5K as of Q1 2026.
  • General Motors was a new Synergy Investment Management position in Q1 2026.
  • General Motors made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #443 holding.
  • Synergy Investment Management first reported a position in General Motors in Q4 2024 and has held it in 2 quarters since.
  • 1,512 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.