PWMAI
GM icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s General Motors GM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-445
Closed -$23.7K – 498
2024
Q4 		$23.7K Buy
445
+270
+154% +$14.1K 0.01% 327
2024
Q3 		$7.85K Hold
175
– – ﹤0.01% 307
2024
Q2 		$8.13K Buy
+175
New +$7.9K ﹤0.01% 290
2023
Q4 		– Sell
-100
Closed -$3.3K – 324
2023
Q3 		$3.3K Buy
+100
New +$3.55K ﹤0.01% 235

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $75B 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GM Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of General Motors (GM) in Q1 2025, closing a stake of 445 shares — an estimated $23.7K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GM in Q3 2023 and held it in 4 quarters. The position peaked at $23.7K in Q4 2024. 1,321 funds tracked by Wall St. Rank hold GM as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining General Motors position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 445 General Motors shares in Q1 2025, an estimated $23.7K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in General Motors in Q3 2023 and held it in 4 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s General Motors position peaked at $23.7K in Q4 2024.
  • 1,321 funds tracked by Wall St. Rank held General Motors as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.