Continuum Advisory’s General Motors GM Stock Holding History

Continuum Advisory’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	-927	Closed	-$43.6K	–	861
2025 Q1	$43.6K	Sell	927 -22	-2%	-$1.08K	0.01%	717
2024 Q4	$50.6K	Sell	949 -1,976	-68%	-$103K	0.01%	662
2024 Q3	$169K	Buy	2,925 +213	+8%	+$9.87K	0.02%	428
2024 Q2	$126K	Hold	2,712	–	–	0.02%	453
2024 Q1	$123K	Sell	2,712 -4,089	-60%	-$158K	0.02%	452
2023 Q4	$245K	Sell	6,801 -847	-11%	-$26.2K	0.03%	406
2023 Q3	$252K	Buy	7,648 +366	+5%	+$13K	0.04%	395
2023 Q2	$281K	Sell	7,282 -108	-1%	-$3.73K	0.04%	380
2023 Q1	$271K	Buy	7,390 +1,172	+19%	+$44.3K	0.05%	366
2022 Q4	$209K	Buy	+6,218	New	+$230K	0.04%	391
2021 Q4	–	Sell	-4,573	Closed	-$241K	–	309
2021 Q3	$241K	Buy	4,573 +73	+2%	+$3.88K	0.06%	257
2021 Q2	$266K	Buy	+4,500	New	+$264K	0.08%	226
2018 Q3	–	Sell	-5,087	Closed	-$200K	–	158
2018 Q2	$200K	Buy	+5,087	New	+$200K	0.15%	142

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