Atria Wealth Solutions’s General Motors GM Stock Holding History

Atria Wealth Solutions’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	$280K	Sell	5,687 -46,902	-89%	-$2.22M	0.01%	1193
2025 Q1	$2.47M	Sell	52,589 -14,349	-21%	-$707K	0.03%	558
2024 Q4	$3.57M	Buy	66,938 +14,098	+27%	+$738K	0.04%	449
2024 Q3	$2.37M	Sell	52,840 -39,184	-43%	-$1.82M	0.03%	570
2024 Q2	$4.28M	Sell	92,024 -9,492	-9%	-$429K	0.05%	377
2024 Q1	$4.6M	Sell	101,516 -1,402	-1%	-$54.3K	0.05%	359
2023 Q4	$3.7M	Sell	102,918 -9,166	-8%	-$283K	0.05%	394
2023 Q3	$3.7M	Sell	112,084 -12,501	-10%	-$444K	0.05%	368
2023 Q2	$4.8M	Buy	124,585 +2,398	+2%	+$82.9K	0.07%	297
2023 Q1	$4.48M	Sell	122,187 -4,146	-3%	-$157K	0.07%	290
2022 Q4	$4.25M	Buy	126,333 +2,894	+2%	+$107K	0.07%	285
2022 Q3	$3.96M	Buy	123,439 +2,223	+2%	+$81.6K	0.07%	284
2022 Q2	$3.85M	Buy	121,216 +7,612	+7%	+$286K	0.08%	280
2022 Q1	$4.97M	Buy	+113,604	New	+$5.67M	0.08%	255

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