4Wealth Advisors’s General Motors GM Stock Holding History

4Wealth 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
2025 Q1	–	Sell	-6,486	Closed	-$346K	–	135
2024 Q4	$346K	Buy	+6,486	New	+$340K	0.35%	98

Other funds holding GM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

4Wealth Advisors's GM Position: Q1 2025 in Review

4Wealth Advisors sold out of General Motors (GM) in Q1 2025, closing a stake of 6,486 shares — an estimated $346K sold.

4Wealth Advisors first reported a position in GM in Q4 2024 and held it in 1 quarter. The position peaked at $346K in Q4 2024. 1,320 funds tracked by Wall St. Rank hold GM as of Q1 2025.

4Wealth Advisors reported no remaining General Motors position as of Q1 2025 after selling out during the quarter.
4Wealth Advisors sold 6,486 General Motors shares in Q1 2025, an estimated $346K.
4Wealth Advisors first reported a position in General Motors in Q4 2024 and held it in 1 quarter.
4Wealth Advisors's General Motors position peaked at $346K in Q4 2024.
1,320 funds tracked by Wall St. Rank held General Motors as of Q1 2025.

Based on 4Wealth Advisors's 13F filing for Q1 2025, filed 5 May 2025.