CarsonAllaria Wealth Management’s General Motors GM Stock Holding History

CarsonAllaria Wealth Management’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 Q3	–	Sell	-187	Closed	-$9.2K	–	176
2025 Q2	$9.2K	Hold	187	–	–	﹤0.01%	254
2025 Q1	$8.79K	Hold	187	–	–	0.01%	258
2024 Q4	$9.96K	Sell	187 -25	-12%	-$1.31K	0.01%	250
2024 Q3	$9.53K	Hold	212	–	–	0.01%	262
2024 Q2	$9.87K	Hold	212	–	–	0.01%	251
2024 Q1	$9.63K	Buy	212 +187	+748%	+$7.25K	0.01%	252
2023 Q4	$909	Hold	25	–	–	﹤0.01%	333
2023 Q3	$832	Hold	25	–	–	﹤0.01%	337
2023 Q2	$973	Hold	25	–	–	﹤0.01%	357
2023 Q1	$924	Hold	25	–	–	﹤0.01%	338
2022 Q4	$1K	Hold	25	–	–	﹤0.01%	314
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	309
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	305
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	317
2021 Q4	$1K	Buy	+25	New	+$1.46K	﹤0.01%	337

Other funds holding GM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

CarsonAllaria Wealth Management's GM Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of General Motors (GM) in Q3 2025, closing a stake of 187 shares — an estimated $9.2K sold.

CarsonAllaria Wealth Management first reported a position in GM in Q4 2021 and held it in 15 quarters. The position peaked at $9.96K in Q4 2024. 1,348 funds tracked by Wall St. Rank hold GM as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining General Motors position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 187 General Motors shares in Q3 2025, an estimated $9.2K.
CarsonAllaria Wealth Management first reported a position in General Motors in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's General Motors position peaked at $9.96K in Q4 2024.
1,348 funds tracked by Wall St. Rank held General Motors as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.