Valeo Financial Advisors’s General Motors GM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.14M Buy
14,748
+4,937
+50% +$388K 0.02% 282
2026
Q1
$731K Sell
9,811
-4,812
-33% -$383K 0.02% 323
2025
Q4
$1.19M Sell
14,623
-2,791
-16% -$197K 0.03% 266
2025
Q3
$1.06M Buy
17,414
+695
+4% +$38.8K 0.02% 289
2025
Q2
$823K Sell
16,719
-4,126
-20% -$196K 0.02% 342
2025
Q1
$828K Sell
20,845
-93,465
-82% -$4.61M 0.02% 297
2024
Q4
$1.15M Buy
114,310
+755
+0.7% +$39.5K 0.03% 233
2024
Q3
$1.09M Buy
113,555
+4,454
+4% +$206K 0.03% 242
2024
Q2
$921K Buy
109,101
+91,657
+525% +$4.14M 0.03% 253
2024
Q1
$786K Buy
17,444
+1,676
+11% +$64.9K 0.03% 273
2023
Q4
$566K Buy
15,768
+2,081
+15% +$64.4K 0.02% 326
2023
Q3
$451K Sell
13,687
-1,403
-9% -$49.9K 0.02% 363
2023
Q2
$582K Sell
15,090
-1,202
-7% -$41.6K 0.03% 289
2023
Q1
$598K Sell
16,292
-507
-3% -$19.2K 0.03% 297
2022
Q4
$565K Buy
16,799
+4,093
+32% +$151K 0.03% 260
2022
Q3
$408K Buy
12,706
+749
+6% +$27.5K 0.03% 287
2022
Q2
$380K Sell
11,957
-3,741
-24% -$140K 0.02% 297
2022
Q1
$687K Buy
15,698
+3,303
+27% +$165K 0.03% 262
2021
Q4
$727K Sell
12,395
-14,039
-53% -$820K 0.04% 230
2021
Q3
$1.39M Buy
26,434
+11,442
+76% +$608K 0.08% 147
2021
Q2
$887K Buy
14,992
+4,078
+37% +$240K 0.05% 180
2021
Q1
$627K Buy
10,914
+3,070
+39% +$163K 0.03% 239
2020
Q4
$327K Buy
7,844
+608
+8% +$23.6K 0.02% 314
2020
Q3
$214K Buy
7,236
+922
+15% +$25.9K 0.02% 314
2020
Q2
$160K Buy
6,314
+2,214
+54% +$53.9K 0.01% 371
2020
Q1
$98K Buy
4,100
+885
+28% +$27K 0.01% 430
2019
Q4
$118K Sell
3,215
-154
-5% -$5.6K 0.01% 427
2019
Q3
$126K Buy
3,369
+1,001
+42% +$38.5K 0.01% 375
2019
Q2
$91K Buy
2,368
+84
+4% +$3.15K 0.01% 454
2019
Q1
$85K Sell
2,284
-27
-1% -$1.03K 0.01% 439
2018
Q4
$77K Sell
2,311
-271
-10% -$9.35K 0.01% 418
2018
Q3
$94K Buy
2,582
+52
+2% +$1.92K 0.01% 410
2018
Q2
$92K Sell
2,530
-865
-25% -$34.1K 0.01% 412
2018
Q1
$123K Sell
3,395
-287
-8% -$11.6K 0.02% 328
2017
Q4
$151K Buy
3,682
+1,413
+62% +$61.3K 0.02% 280
2017
Q3
$92K Buy
+2,269
New +$82.9K 0.02% 304

Other funds holding GM

Valeo Financial Advisors's GM Position: Q2 2026 in Review

Valeo Financial Advisors increased its General Motors (GM) stake by 50% in Q2 2026, buying an estimated $388K and bringing the position to 14,748 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #282.

Valeo Financial Advisors first reported a position in GM in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.39M in Q3 2021. 415 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Valeo Financial Advisors held 14,748 shares of General Motors worth $1.14M as of Q2 2026.
  • Valeo Financial Advisors bought 4,937 General Motors shares in Q2 2026, an estimated $388K.
  • General Motors made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #282 holding.
  • Valeo Financial Advisors first reported a position in General Motors in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's General Motors position peaked at $1.39M in Q3 2021.
  • 415 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.