Venturi Wealth Management’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
$255K Buy
+3,303
New +$260K 0.01% 543
2026
Q1
Sell
-3,168
Closed -$258K 630
2025
Q4
$258K Buy
+3,168
New +$223K 0.01% 488
2025
Q1
Sell
-2,993
Closed -$159K 1085
2024
Q4
$159K Buy
2,993
+1,367
+84% +$71.6K 0.01% 607
2024
Q3
$72.9K Buy
1,626
+361
+29% +$16.7K ﹤0.01% 654
2024
Q2
$58.8K Buy
1,265
+459
+57% +$20.7K ﹤0.01% 626
2024
Q1
$36.5K Sell
806
-423
-34% -$16.4K ﹤0.01% 573
2023
Q4
$44.1K Buy
1,229
+525
+75% +$16.2K ﹤0.01% 510
2023
Q3
$23.2K Sell
704
-19
-3% -$675 ﹤0.01% 588
2023
Q2
$27.9K Buy
723
+29
+4% +$1K ﹤0.01% 501
2023
Q1
$25.5K Buy
+694
New +$26.2K ﹤0.01% 553

Other funds holding GM

Venturi Wealth Management's GM Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in General Motors (GM) in Q2 2026: 3,303 shares worth $255K. The stake represents 0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in GM as recently as Q4 2025.

Venturi Wealth Management first reported a position in GM in Q1 2023 and has held it in 10 quarters since. The position peaked at $258K in Q4 2025. 415 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Venturi Wealth Management held 3,303 shares of General Motors worth $255K as of Q2 2026.
  • General Motors was a new Venturi Wealth Management position in Q2 2026.
  • General Motors made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #543 holding.
  • Venturi Wealth Management first reported a position in General Motors in Q1 2023 and has held it in 10 quarters since.
  • Venturi Wealth Management's General Motors position peaked at $258K in Q4 2025.
  • 415 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.