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 $5.7T AUM 30.48% 1-Year Est. Return

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 $74.9B 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 New York $1.66T AUM 25.57% 1-Year Est. Return