GoalVest Advisory’s General Motors GM Stock Holding History

GoalVest 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	-5	Closed	-$235	–	430
2025 Q1	$235	Buy	+5	New	+$246	﹤0.01%	431
2021 Q2	$6K	Buy	+94	New	+$5.53K	﹤0.01%	212

Other funds holding GM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

GoalVest Advisory's GM Position: Q2 2025 in Review

GoalVest Advisory sold out of General Motors (GM) in Q2 2025, closing a stake of 5 shares — an estimated $235 sold.

GoalVest Advisory first reported a position in GM in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 1,302 funds tracked by Wall St. Rank hold GM as of Q2 2025.

GoalVest Advisory reported no remaining General Motors position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 5 General Motors shares in Q2 2025, an estimated $235.
GoalVest Advisory first reported a position in General Motors in Q2 2021 and held it in 2 quarters.
GoalVest Advisory's General Motors position peaked at $6K in Q2 2021.
1,302 funds tracked by Wall St. Rank held General Motors as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.