CWM
GM icon

Compass Wealth Management’s General Motors GM Stock Holding History

Compass 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
-1,800
Closed -$84.7K – 247
2025
Q1 		$84.7K Hold
1,800
– – 0.02% 204
2024
Q4 		$95.9K Hold
1,800
– – 0.02% 201
2024
Q3 		$80.7K Hold
1,800
– – 0.02% 216
2024
Q2 		$83.6K Hold
1,800
– – 0.02% 213
2024
Q1 		$81.6K Hold
1,800
– – 0.02% 210
2023
Q4 		$64.7K Hold
1,800
– – 0.02% 225
2023
Q3 		$59.3K Hold
1,800
– – 0.02% 224
2023
Q2 		$69.4K Sell
1,800
-597
-25% -$20.6K 0.02% 217
2023
Q1 		$87.9K Hold
2,397
– – 0.03% 194
2022
Q4 		$80.6K Buy
+2,397
New +$88.6K 0.03% 198

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Compass Wealth Management's GM Position: Q2 2025 in Review

Compass Wealth Management sold out of General Motors (GM) in Q2 2025, closing a stake of 1,800 shares — an estimated $84.7K sold.

Compass Wealth Management first reported a position in GM in Q4 2022 and held it in 10 quarters. The position peaked at $95.9K in Q4 2024. 1,303 funds tracked by Wall St. Rank hold GM as of Q2 2025.

  • Compass Wealth Management reported no remaining General Motors position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 1,800 General Motors shares in Q2 2025, an estimated $84.7K.
  • Compass Wealth Management first reported a position in General Motors in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's General Motors position peaked at $95.9K in Q4 2024.
  • 1,303 funds tracked by Wall St. Rank held General Motors as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.