Congress Wealth Management’s General Motors GM Stock Holding History

Congress 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	$464K	Buy	9,436 +938	+11%	+$44.5K	﹤0.01%	952
2025 Q1	$412K	Buy	+8,498	New	+$419K	﹤0.01%	868
2024 Q4	–	Sell	-18,639	Closed	-$836K	–	892
2024 Q3	$836K	Buy	18,639 +1,541	+9%	+$71.4K	0.01%	544
2024 Q2	$794K	Buy	+17,098	New	+$772K	0.01%	464
2022 Q1	–	Sell	-4,250	Closed	-$249K	–	612
2021 Q4	$249K	Buy	+4,250	New	+$248K	0.01%	565

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Congress Wealth Management increased its General Motors (GM) stake by 11% in Q2 2025, buying an estimated $44.5K and bringing the position to 9,436 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Congress Wealth Management first reported a position in GM in Q4 2021 and has held it in 5 quarters since. The position peaked at $836K in Q3 2024. 1,303 funds tracked by Wall St. Rank hold GM as of Q2 2025.

Congress Wealth Management held 9,436 shares of General Motors worth $464K as of Q2 2025.
Congress Wealth Management bought 938 General Motors shares in Q2 2025, an estimated $44.5K.
General Motors made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #952 holding.
Congress Wealth Management first reported a position in General Motors in Q4 2021 and has held it in 5 quarters since.
Congress Wealth Management's General Motors position peaked at $836K in Q3 2024.
1,303 funds tracked by Wall St. Rank held General Motors as of Q2 2025.

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