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MBM Wealth Consultants’s General Motors GM Stock Holding History

MBM Wealth Consultants’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
2026
Q1 		$820 Buy
+11
New +$874 ﹤0.01% 344
2021
Q4 		– Sell
-130
Closed -$7K – 296
2021
Q3 		$7K Sell
130
-188
-59% -$9.99K ﹤0.01% 244
2021
Q2 		$19K Hold
318
– – 0.01% 200
2021
Q1 		$18K Sell
318
-700
-69% -$37.2K 0.01% 196
2020
Q4 		$42K Sell
1,018
-173
-15% -$6.72K 0.02% 142
2020
Q3 		$35K Sell
1,191
-681
-36% -$19.1K 0.02% 142
2020
Q2 		$47K Sell
1,872
-14,573
-89% -$355K 0.03% 125
2020
Q1 		$342K Buy
16,445
+2,054
+14% +$62.7K 0.28% 59
2019
Q4 		$526K Buy
14,391
+389
+3% +$14.1K 0.39% 52
2019
Q3 		$525K Buy
14,002
+68
+0.5% +$2.62K 0.41% 52
2019
Q2 		$541K Buy
13,934
+478
+4% +$17.9K 0.45% 49
2019
Q1 		$499K Buy
13,456
+38
+0.3% +$1.44K 0.44% 52
2018
Q4 		$449K Buy
+13,418
New +$463K 0.44% 57

Other funds holding GM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return