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WCG Wealth Advisors’s General Motors GM Stock Holding History

WCG 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 		$1.15M Sell
14,897
-3,160
-18% -$248K 0.03% 388
2026
Q1 		$1.35M Sell
18,057
-145
-0.8% -$11.5K 0.04% 330
2025
Q4 		$1.48M Buy
18,202
+1,257
+7% +$88.6K 0.04% 296
2025
Q3 		$1.03M Buy
16,945
+1,251
+8% +$69.8K 0.06% 228
2025
Q2 		$772K Sell
15,694
-571
-4% -$27.1K 0.05% 254
2025
Q1 		$765K Sell
16,265
-373
-2% -$18.4K 0.06% 222
2024
Q4 		$886K Sell
16,638
-767
-4% -$40.2K 0.06% 215
2024
Q3 		$780K Sell
17,405
-69
-0.4% -$3.2K 0.05% 241
2024
Q2 		$812K Sell
17,474
-566
-3% -$25.6K 0.06% 214
2024
Q1 		$818K Buy
+18,040
New +$699K 0.07% 197

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

WCG Wealth Advisors reduced its General Motors (GM) stake by 18% in Q2 2026, selling an estimated $248K and leaving 14,897 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #388.

WCG Wealth Advisors first reported a position in GM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.48M in Q4 2025. 1,572 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • WCG Wealth Advisors held 14,897 shares of General Motors worth $1.15M as of Q2 2026.
  • WCG Wealth Advisors sold 3,160 General Motors shares in Q2 2026, an estimated $248K.
  • General Motors made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #388 holding.
  • WCG Wealth Advisors first reported a position in General Motors in Q1 2024 and has held it in 10 quarters since.
  • WCG Wealth Advisors's General Motors position peaked at $1.48M in Q4 2025.
  • 1,572 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.