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Compass Planning Associates’s General Motors GM Stock Holding History

Compass Planning Associates’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
-505
Closed -$24.9K – 65
2025
Q2 		$24.9K Buy
505
+1
+0.2% +$47 0.02% 75
2025
Q1 		$23.7K Buy
504
+2
+0.4% +$99 0.02% 78
2024
Q4 		$26.8K Buy
+502
New +$26.3K 0.03% 78

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Compass Planning Associates's GM Position: Q3 2025 in Review

Compass Planning Associates sold out of General Motors (GM) in Q3 2025, closing a stake of 505 shares — an estimated $24.9K sold.

Compass Planning Associates first reported a position in GM in Q4 2024 and held it in 3 quarters. The position peaked at $26.8K in Q4 2024. 1,347 funds tracked by Wall St. Rank hold GM as of Q3 2025.

  • Compass Planning Associates reported no remaining General Motors position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 505 General Motors shares in Q3 2025, an estimated $24.9K.
  • Compass Planning Associates first reported a position in General Motors in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's General Motors position peaked at $26.8K in Q4 2024.
  • 1,347 funds tracked by Wall St. Rank held General Motors as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.