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IAG Wealth Partners’s General Motors GM Stock Holding History

IAG Wealth 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
2025
Q1 		– Sell
-427
Closed -$22.7K – 509
2024
Q4 		$22.7K Buy
427
+1
+0.2% +$52 ﹤0.01% 270
2024
Q3 		$19.1K Buy
426
+1
+0.2% +$46 ﹤0.01% 282
2024
Q2 		$19.7K Buy
425
+1
+0.2% +$45 ﹤0.01% 269
2024
Q1 		$19.2K Buy
424
+1
+0.2% +$39 ﹤0.01% 240
2023
Q4 		$15.2K Sell
423
-66
-13% -$2.04K ﹤0.01% 264
2023
Q3 		$16.1K Buy
489
+69
+16% +$2.45K ﹤0.01% 244
2023
Q2 		$16.2K Buy
420
+1
+0.2% +$35 ﹤0.01% 258
2023
Q1 		$15.4K Buy
419
+1
+0.2% +$38 ﹤0.01% 256
2022
Q4 		$14.1K Buy
418
+1
+0.2% +$37 ﹤0.01% 252
2022
Q3 		$13K Buy
417
+1
+0.2% +$37 ﹤0.01% 246
2022
Q2 		$13K Hold
416
– – ﹤0.01% 246
2022
Q1 		$18K Hold
416
– – 0.01% 234
2021
Q4 		$24K Sell
416
-68
-14% -$3.97K 0.01% 205
2021
Q3 		$26K Buy
484
+67
+16% +$3.56K 0.01% 177
2021
Q2 		$25K Hold
417
– – 0.01% 171
2021
Q1 		$24K Hold
417
– – 0.01% 166
2020
Q4 		$18K Hold
417
– – 0.01% 176
2020
Q3 		$13K Hold
417
– – 0.01% 198
2020
Q2 		$11K Hold
417
– – 0.01% 212
2020
Q1 		$9K Buy
417
+8
+2% +$244 0.01% 217
2019
Q4 		$15K Buy
+409
New +$14.9K 0.01% 202

Other funds holding GM

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
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