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Triad Wealth Partners’s General Motors GM Stock Holding History

Triad Wealth Partners’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 		$213K Buy
+2,424
New +$190K 0.01% 536
2024
Q3 		– Sell
-800
Closed -$37.2K – 381
2024
Q2 		$37.2K Buy
+800
New +$36.1K 0.02% 271

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 $3.38T AUM 44.17% 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

Triad Wealth Partners's GM Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in General Motors (GM) in Q2 2026: 2,424 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #536 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in GM as recently as Q2 2024.

Triad Wealth Partners first reported a position in GM in Q2 2024 and has held it in 2 quarters since. 1,572 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Triad Wealth Partners held 2,424 shares of General Motors worth $213K as of Q2 2026.
  • General Motors was a new Triad Wealth Partners position in Q2 2026.
  • General Motors made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #536 holding.
  • Triad Wealth Partners first reported a position in General Motors in Q2 2024 and has held it in 2 quarters since.
  • 1,572 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.