CMP
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Coston McIsaac & Partners’s General Motors GM Stock Holding History

Coston McIsaac & Partners’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
2026
Q1 		$16K Hold
220
– – ﹤0.01% 504
2025
Q4 		$17K Hold
220
– – ﹤0.01% 489
2025
Q3 		$13K Hold
220
– – ﹤0.01% 507
2025
Q2 		$10K Hold
220
– – ﹤0.01% 526
2025
Q1 		$10K Hold
220
– – ﹤0.01% 495
2024
Q4 		$11K Hold
220
– – ﹤0.01% 471
2024
Q3 		$9 Hold
220
– – ﹤0.01% 515
2024
Q2 		$10K Sell
220
-250
-53% -$11.3K ﹤0.01% 466
2024
Q1 		$21K Hold
470
– – 0.01% 382
2023
Q4 		$16K Hold
470
– – 0.01% 411
2023
Q3 		$15K Hold
470
– – 0.01% 415
2023
Q2 		$18K Hold
470
– – 0.01% 424
2023
Q1 		$17K Hold
470
– – 0.01% 428
2022
Q4 		$15 Hold
470
– – 0.01% 450
2022
Q3 		$15K Hold
470
– – 0.01% 375
2022
Q2 		$15K Buy
+470
New +$17.6K 0.01% 240

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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