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Valued Wealth Advisors’s General Motors GM Stock Holding History

Valued Wealth 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
Q2 		$29.4K Buy
382
+94
+33% +$7.38K 0.01% 156
2026
Q1 		$21.4K Sell
288
-102
-26% -$8.11K 0.01% 172
2025
Q4 		$31.7K Buy
390
+80
+26% +$5.64K 0.01% 125
2025
Q3 		$18.9K Buy
310
+23
+8% +$1.28K 0.01% 157
2025
Q2 		$14.1K Sell
287
-19
-6% -$900 0.01% 181
2025
Q1 		$14.4K Sell
306
-117
-28% -$5.77K 0.01% 186
2024
Q4 		$22.5K Buy
423
+21
+5% +$1.1K 0.01% 144
2024
Q3 		$18K Sell
402
-45
-10% -$2.09K 0.01% 157
2024
Q2 		$20.8K Buy
447
+85
+23% +$3.84K 0.01% 129
2024
Q1 		$16.4K Buy
362
+222
+159% +$8.6K 0.01% 142
2023
Q4 		$4.62K Buy
+140
New +$4.33K ﹤0.01% 208

Other funds holding GM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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

Valued Wealth Advisors's GM Position: Q2 2026 in Review

Valued Wealth Advisors increased its General Motors (GM) stake by 33% in Q2 2026, buying an estimated $7.38K and bringing the position to 382 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #156.

Valued Wealth Advisors first reported a position in GM in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.7K in Q4 2025. 415 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Valued Wealth Advisors held 382 shares of General Motors worth $29.4K as of Q2 2026.
  • Valued Wealth Advisors bought 94 General Motors shares in Q2 2026, an estimated $7.38K.
  • General Motors made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #156 holding.
  • Valued Wealth Advisors first reported a position in General Motors in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's General Motors position peaked at $31.7K in Q4 2025.
  • 415 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.