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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arete Wealth Advisors's GM Position: Q2 2025 in Review

Arete Wealth Advisors sold out of General Motors (GM) in Q2 2025, closing a stake of 17,090 shares — an estimated $804K sold.

Arete Wealth Advisors first reported a position in GM in Q4 2019 and held it in 8 quarters. The position peaked at $804K in Q1 2025. 1,304 funds tracked by Wall St. Rank hold GM as of Q2 2025.

  • Arete Wealth Advisors reported no remaining General Motors position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 17,090 General Motors shares in Q2 2025, an estimated $804K.
  • Arete Wealth Advisors first reported a position in General Motors in Q4 2019 and held it in 8 quarters.
  • Arete Wealth Advisors's General Motors position peaked at $804K in Q1 2025.
  • 1,304 funds tracked by Wall St. Rank held General Motors as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.