CWM
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Compass Wealth Management’s Genuine Parts GPC Stock Holding History

Compass Wealth Management’s Portfolio GPC Stock Details GPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-200
Closed -$23.8K – 250
2025
Q1 		$23.8K Hold
200
– – 0.01% 314
2024
Q4 		$23.4K Hold
200
– – 0.01% 312
2024
Q3 		$27.9K Hold
200
– – 0.01% 304
2024
Q2 		$27.7K Hold
200
– – 0.01% 305
2024
Q1 		$31K Hold
200
– – 0.01% 288
2023
Q4 		$27.7K Hold
200
– – 0.01% 291
2023
Q3 		$28.9K Hold
200
– – 0.01% 283
2023
Q2 		$33.8K Hold
200
– – 0.01% 281
2023
Q1 		$33.5K Hold
200
– – 0.01% 282
2022
Q4 		$34.7K Buy
+200
New +$34.8K 0.01% 269

Other funds holding GPC

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return