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Marcum Wealth’s General Motors GM Stock Holding History

Marcum Wealth’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 		$497K Sell
10,563
-421
-4% -$20.7K 0.04% 192
2024
Q4 		$585K Sell
10,984
-8,690
-44% -$455K 0.05% 174
2024
Q3 		$882K Sell
19,674
-1,238
-6% -$57.4K 0.08% 125
2024
Q2 		$972K Sell
20,912
-425
-2% -$19.2K 0.1% 108
2024
Q1 		$968K Buy
21,337
+621
+3% +$24.1K 0.1% 107
2023
Q4 		$744K Buy
20,716
+919
+5% +$28.4K 0.08% 131
2023
Q3 		$653K Buy
19,797
+4,641
+31% +$165K 0.08% 134
2023
Q2 		$584K Sell
15,156
-148
-1% -$5.12K 0.07% 147
2023
Q1 		$561K Buy
15,304
+2,265
+17% +$85.6K 0.07% 155
2022
Q4 		$439K Sell
13,039
-1,747
-12% -$64.6K 0.06% 183
2022
Q3 		$474K Buy
14,786
+860
+6% +$31.6K 0.07% 159
2022
Q2 		$442K Buy
13,926
+546
+4% +$20.5K 0.07% 173
2022
Q1 		$585K Buy
13,380
+344
+3% +$17.2K 0.08% 141
2021
Q4 		$764K Buy
13,036
+18
+0.1% +$1.05K 0.11% 126
2021
Q3 		$686K Sell
13,018
-205
-2% -$10.9K 0.11% 129
2021
Q2 		$782K Sell
13,223
-151
-1% -$8.88K 0.13% 120
2021
Q1 		$768K Buy
13,374
+3,201
+31% +$170K 0.13% 118
2020
Q4 		$424K Buy
10,173
+724
+8% +$28.1K 0.1% 75
2020
Q3 		$280K Buy
9,449
+177
+2% +$4.97K 0.09% 89
2020
Q2 		$235K Buy
+9,272
New +$226K 0.07% 99
2020
Q1 		– Sell
-9,184
Closed -$336K – 99
2019
Q4 		$336K Buy
+9,184
New +$334K 0.13% 74

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $75B 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

Marcum Wealth's GM Position: Q1 2025 in Review

Marcum Wealth reduced its General Motors (GM) stake by 3.8% in Q1 2025, selling an estimated $20.7K and leaving 10,563 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #192.

Marcum Wealth first reported a position in GM in Q4 2019 and has held it in 21 quarters since. The position peaked at $972K in Q2 2024. 1,321 funds tracked by Wall St. Rank hold GM as of Q1 2025.

  • Marcum Wealth held 10,563 shares of General Motors worth $497K as of Q1 2025.
  • Marcum Wealth sold 421 General Motors shares in Q1 2025, an estimated $20.7K.
  • General Motors made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #192 holding.
  • Marcum Wealth first reported a position in General Motors in Q4 2019 and has held it in 21 quarters since.
  • Marcum Wealth's General Motors position peaked at $972K in Q2 2024.
  • 1,321 funds tracked by Wall St. Rank held General Motors as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.