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Provenance Wealth Advisors’s General Motors GM Stock Holding History

Provenance 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
Q2 		– Sell
-7
Closed -$329 – 471
2025
Q1 		$329 Sell
7
-167
-96% -$8.23K ﹤0.01% 528
2024
Q4 		$9.27K Hold
174
– – ﹤0.01% 318
2024
Q3 		$7.8K Buy
174
+167
+2,386% +$7.74K ﹤0.01% 361
2024
Q2 		$325 Hold
7
– – ﹤0.01% 508
2024
Q1 		$317 Hold
7
– – ﹤0.01% 537
2023
Q4 		$251 Hold
7
– – ﹤0.01% 592
2023
Q3 		$231 Buy
+7
New +$249 ﹤0.01% 479

Other funds holding GM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return