LRWA
GM icon

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
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 $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Long Run Wealth Advisors's GM Position: Q1 2025 in Review

Long Run Wealth Advisors sold out of General Motors (GM) in Q1 2025, closing a stake of 69,754 shares — an estimated $3.72M sold.

Long Run Wealth Advisors first reported a position in GM in Q4 2022 and held it in 9 quarters. The position peaked at $3.77M in Q1 2024. 1,322 funds tracked by Wall St. Rank hold GM as of Q1 2025.

  • Long Run Wealth Advisors reported no remaining General Motors position as of Q1 2025 after selling out during the quarter.
  • Long Run Wealth Advisors sold 69,754 General Motors shares in Q1 2025, an estimated $3.72M.
  • Long Run Wealth Advisors first reported a position in General Motors in Q4 2022 and held it in 9 quarters.
  • Long Run Wealth Advisors's General Motors position peaked at $3.77M in Q1 2024.
  • 1,322 funds tracked by Wall St. Rank held General Motors as of Q1 2025.

Based on Long Run Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.