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Beverly Hills Private Wealth’s General Motors GM Stock Holding History

Beverly Hills Private Wealth’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
-10,055
Closed -$473K – 343
2025
Q1 		$473K Sell
10,055
-12,811
-56% -$631K 0.09% 186
2024
Q4 		$1.22M Sell
22,866
-11,778
-34% -$617K 0.25% 103
2024
Q3 		$1.55M Buy
34,644
+11,286
+48% +$523K 0.31% 90
2024
Q2 		$1.09M Buy
23,358
+7,421
+47% +$335K 0.24% 107
2024
Q1 		$723K Buy
15,937
+7,750
+95% +$300K 0.17% 135
2023
Q4 		$294K Buy
+8,187
New +$253K 0.08% 260

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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 $75B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beverly Hills Private Wealth's GM Position: Q2 2025 in Review

Beverly Hills Private Wealth sold out of General Motors (GM) in Q2 2025, closing a stake of 10,055 shares — an estimated $473K sold.

Beverly Hills Private Wealth first reported a position in GM in Q4 2023 and held it in 6 quarters. The position peaked at $1.55M in Q3 2024. 1,302 funds tracked by Wall St. Rank hold GM as of Q2 2025.

  • Beverly Hills Private Wealth reported no remaining General Motors position as of Q2 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 10,055 General Motors shares in Q2 2025, an estimated $473K.
  • Beverly Hills Private Wealth first reported a position in General Motors in Q4 2023 and held it in 6 quarters.
  • Beverly Hills Private Wealth's General Motors position peaked at $1.55M in Q3 2024.
  • 1,302 funds tracked by Wall St. Rank held General Motors as of Q2 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2025, filed 29 Jul 2025.