Long Run Wealth Advisors’s General Motors GM Stock Holding History

Long Run Wealth Advisors’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	-69,754	Closed	-$3.72M	–	103
2024 Q4	$3.72M	Sell	69,754 -6,223	-8%	-$326K	0.89%	32
2024 Q3	$3.41M	Sell	75,977 -10	-0%	-$463	0.8%	41
2024 Q2	$3.53M	Sell	75,987 -7,178	-9%	-$324K	0.89%	34
2024 Q1	$3.77M	Buy	83,165 +3,078	+4%	+$119K	0.99%	29
2023 Q4	$2.88M	Buy	80,087 +11,135	+16%	+$344K	0.83%	36
2023 Q3	$2.27M	Buy	68,952 +3,484	+5%	+$124K	0.74%	39
2023 Q2	$2.52M	Buy	65,468 +1,618	+3%	+$56K	0.81%	31
2023 Q1	$2.34M	Buy	63,850 +11,713	+22%	+$443K	0.8%	34
2022 Q4	$1.75M	Buy	+52,137	New	+$1.93M	0.63%	43

Other funds holding GM

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

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return