Valued Wealth Advisors
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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
Q3 		$35.1K Buy
455
+73
+19% +$6.1K 0.01% 148
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Valued Wealth Advisors's GM Position: Q3 2026 in Review

Valued Wealth Advisors increased its General Motors (GM) stake by 19% in Q3 2026, buying an estimated $6.1K and bringing the position to 455 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #148.

Valued Wealth Advisors first reported a position in GM in Q4 2023 and has held it in 12 quarters since. 1,145 funds tracked by Wall St. Rank hold GM as of Q3 2026.

  • Valued Wealth Advisors held 455 shares of General Motors worth $35.1K as of Q3 2026.
  • Valued Wealth Advisors bought 73 General Motors shares in Q3 2026, an estimated $6.1K.
  • General Motors made up 0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #148 holding.
  • Valued Wealth Advisors first reported a position in General Motors in Q4 2023 and has held it in 12 quarters since.
  • 1,145 funds tracked by Wall St. Rank held General Motors as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.