Arete Wealth Advisors’s General Motors GM Stock Holding History

Arete 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
2025 Q2	–	Sell	-17,090	Closed	-$804K	–	761
2025 Q1	$804K	Buy	17,090 +12,606	+281%	+$621K	0.06%	279
2024 Q4	$239K	Sell	4,484 -368	-8%	-$19.3K	0.02%	636
2024 Q3	$218K	Sell	4,852 -349	-7%	-$16.2K	0.02%	625
2024 Q2	$242K	Buy	+5,201	New	+$235K	0.02%	601
2023 Q3	–	Sell	-15,452	Closed	-$596K	–	584
2023 Q2	$596K	Buy	15,452 +9,620	+165%	+$333K	0.05%	328
2023 Q1	$214K	Buy	+5,832	New	+$220K	0.02%	567
2022 Q1	–	Sell	-4,513	Closed	-$271K	–	526
2021 Q4	$271K	Buy	+4,513	New	+$264K	0.02%	404
2020 Q1	–	Sell	-8,175	Closed	-$299K	–	369
2019 Q4	$299K	Buy	+8,175	New	+$297K	0.05%	295

Other funds holding GM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Franklin Resources

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Geode Capital Management

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

Capital World Investors

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

Dimensional Fund Advisors

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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