CTWM
GM icon

Cherry Tree Wealth Management’s General Motors GM Stock Holding History

Cherry Tree 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
Q2 		– Sell
-74
Closed -$3.48K – 661
2025
Q1 		$3.48K Buy
+74
New +$3.65K ﹤0.01% 573

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

Cherry Tree Wealth Management's GM Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of General Motors (GM) in Q2 2025, closing a stake of 74 shares — an estimated $3.48K sold.

Cherry Tree Wealth Management first reported a position in GM in Q1 2025 and held it in 1 quarter. The position peaked at $3.48K in Q1 2025. 1,302 funds tracked by Wall St. Rank hold GM as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining General Motors position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 74 General Motors shares in Q2 2025, an estimated $3.48K.
  • Cherry Tree Wealth Management first reported a position in General Motors in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's General Motors position peaked at $3.48K in Q1 2025.
  • 1,302 funds tracked by Wall St. Rank held General Motors as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.