Valeo Financial Advisors’s General Motors GM Stock Holding History

Valeo Financial Advisors’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	–	Sell	-500	Closed	-$40.7K	–	812
2025 Q4	$40.7K	Buy	+500	New	+$35.2K	﹤0.01%	813
2021 Q2	–	Sell	-500	Closed	-$29K	–	1028
2021 Q1	$29K	Buy	+500	New	+$26.6K	﹤0.01%	1043
2018 Q1	–	Sell	-1,000	Closed	-$41K	–	1566
2017 Q4	$41K	Buy	+1,000	New	+$43.4K	0.01%	506

Other funds holding GM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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. 416 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.
416 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.