Geneos Wealth Management’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
8,642
-6,601
| -43% | -$325K | 0.01% | 760 |
|
|
2025
Q1 | $717K | Buy |
15,243
+9,819
| +181% | +$462K | 0.01% | 773 |
|
|
2024
Q4 | $289K | Sell |
5,424
-466
| -8% | -$24.8K | 0.01% | 721 |
|
|
2024
Q3 | $264K | Buy |
5,890
+1,233
| +26% | +$55.3K | 0.01% | 698 |
|
|
2024
Q2 | $216K | Buy |
4,657
+26
| +0.6% | +$1.21K | 0.01% | 688 |
|
|
2024
Q1 | $210K | Buy |
4,631
+1,494
| +48% | +$67.7K | 0.01% | 689 |
|
|
2023
Q4 | $113K | Sell |
3,137
-221
| -7% | -$7.94K | 0.01% | 805 |
|
|
2023
Q3 | $111K | Buy |
3,358
+103
| +3% | +$3.4K | 0.01% | 842 |
|
|
2023
Q2 | $126K | Buy |
3,255
+58
| +2% | +$2.24K | 0.01% | 811 |
|
|
2023
Q1 | $117K | Buy |
3,197
+1,022
| +47% | +$37.5K | 0.01% | 797 |
|
|
2022
Q4 | $73.2K | Sell |
2,175
-5,500
| -72% | -$185K | ﹤0.01% | 917 |
|
|
2022
Q3 | $246K | Sell |
7,675
-5,731
| -43% | -$184K | 0.02% | 553 |
|
|
2022
Q2 | $431K | Buy |
13,406
+1,112
| +9% | +$35.8K | 0.02% | 534 |
|
|
2022
Q1 | $537K | Sell |
12,294
-125
| -1% | -$5.46K | 0.02% | 515 |
|
|
2021
Q4 | $728K | Buy |
12,419
+287
| +2% | +$16.8K | 0.03% | 478 |
|
|
2021
Q3 | $644K | Sell |
12,132
-109
| -0.9% | -$5.79K | 0.02% | 506 |
|
|
2021
Q2 | $721K | Sell |
12,241
-1,514
| -11% | -$89.2K | 0.03% | 458 |
|
|
2021
Q1 | $787K | Sell |
13,755
-300
| -2% | -$17.2K | 0.02% | 502 |
|
|
2020
Q4 | $731K | Buy |
14,055
+1,832
| +15% | +$95.3K | 0.03% | 443 |
|
|
2020
Q3 | $354K | Sell |
12,223
-231
| -2% | -$6.69K | 0.02% | 516 |
|
|
2020
Q2 | $304K | Sell |
12,454
-1,489
| -11% | -$36.3K | 0.02% | 542 |
|
|
2020
Q1 | $298K | Buy |
13,943
+601
| +5% | +$12.8K | 0.02% | 500 |
|
|
2019
Q4 | $487K | Buy |
13,342
+587
| +5% | +$21.4K | 0.03% | 442 |
|
|
2019
Q3 | $477K | Sell |
12,755
-655
| -5% | -$24.5K | 0.03% | 415 |
|
|
2019
Q2 | $516K | Buy |
13,410
+74
| +0.6% | +$2.85K | 0.03% | 393 |
|
|
2019
Q1 | $494K | Buy |
13,336
+857
| +7% | +$31.7K | 0.03% | 400 |
|
|
2018
Q4 | $423K | Buy |
12,479
+5,332
| +75% | +$181K | 0.03% | 408 |
|
|
2018
Q3 | $240K | Sell |
7,147
-1,299
| -15% | -$43.6K | 0.02% | 579 |
|
|
2018
Q2 | $332K | Sell |
8,446
-272
| -3% | -$10.7K | 0.03% | 411 |
|
|
2018
Q1 | $316K | Buy |
8,718
+111
| +1% | +$4.02K | 0.03% | 406 |
|
|
2017
Q4 | $352K | Buy |
8,607
+561
| +7% | +$22.9K | 0.03% | 395 |
|
|
2017
Q3 | $324K | Buy |
8,046
+658
| +9% | +$26.5K | 0.03% | 384 |
|
|
2017
Q2 | $258K | Sell |
7,388
-312
| -4% | -$10.9K | 0.03% | 432 |
|
|
2017
Q1 | $272K | Sell |
7,700
-540
| -7% | -$19.1K | 0.03% | 402 |
|
|
2016
Q4 | $287K | Sell |
8,240
-2,094
| -20% | -$72.9K | 0.04% | 369 |
|
|
2016
Q3 | $328K | Sell |
10,334
-64
| -0.6% | -$2.03K | 0.04% | 338 |
|
|
2016
Q2 | $300K | Buy |
10,398
+2,352
| +29% | +$67.9K | 0.04% | 346 |
|
|
2016
Q1 | $245K | Buy |
+8,046
| New | +$245K | 0.04% | 388 |
|