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Octavia Wealth Advisors’s General Motors GM Stock Holding History

Octavia 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
-3,806
Closed -$203K – 233
2024
Q4 		$203K Buy
+3,806
New +$199K 0.02% 213
2022
Q2 		– Sell
-6,469
Closed -$283K – 172
2022
Q1 		$283K Buy
6,469
+1,254
+24% +$62.6K 0.06% 146
2021
Q4 		$306K Buy
+5,215
New +$305K 0.07% 147
2021
Q3 		– Sell
-3,539
Closed -$209K – 186
2021
Q2 		$209K Buy
+3,539
New +$208K 0.06% 159

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

Octavia Wealth Advisors's GM Position: Q1 2025 in Review

Octavia Wealth Advisors sold out of General Motors (GM) in Q1 2025, closing a stake of 3,806 shares — an estimated $203K sold.

Octavia Wealth Advisors first reported a position in GM in Q2 2021 and held it in 4 quarters. The position peaked at $306K in Q4 2021. 1,320 funds tracked by Wall St. Rank hold GM as of Q1 2025.

  • Octavia Wealth Advisors reported no remaining General Motors position as of Q1 2025 after selling out during the quarter.
  • Octavia Wealth Advisors sold 3,806 General Motors shares in Q1 2025, an estimated $203K.
  • Octavia Wealth Advisors first reported a position in General Motors in Q2 2021 and held it in 4 quarters.
  • Octavia Wealth Advisors's General Motors position peaked at $306K in Q4 2021.
  • 1,320 funds tracked by Wall St. Rank held General Motors as of Q1 2025.

Based on Octavia Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.