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TRB Wealth Management’s General Motors GM Stock Holding History

TRB Wealth 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
Q2 		$333K Buy
4,321
+567
+15% +$44.5K 0.04% 195
2026
Q1 		$280K Buy
+3,754
New +$298K 0.04% 216

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

TRB Wealth Management's GM Position: Q2 2026 in Review

TRB Wealth Management increased its General Motors (GM) stake by 15% in Q2 2026, buying an estimated $44.5K and bringing the position to 4,321 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #195.

TRB Wealth Management first reported a position in GM in Q1 2026 and has held it in 2 quarters since. 1,552 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • TRB Wealth Management held 4,321 shares of General Motors worth $333K as of Q2 2026.
  • TRB Wealth Management bought 567 General Motors shares in Q2 2026, an estimated $44.5K.
  • General Motors made up 0.04% of TRB Wealth Management's portfolio in Q2 2026, its #195 holding.
  • TRB Wealth Management first reported a position in General Motors in Q1 2026 and has held it in 2 quarters since.
  • 1,552 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.