PSI Advisors’s General Motors GM Stock Holding History

PSI 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	-3,705	Closed	-$174K	–	319
2025 Q1	$174K	Hold	3,705	–	–	0.06%	123
2024 Q4	$197K	Hold	3,705	–	–	0.06%	123
2024 Q3	$166K	Buy	3,705 +100	+3%	+$4.63K	0.05%	142
2024 Q2	$167K	Sell	3,605 -800	-18%	-$36.1K	0.05%	138
2024 Q1	$200K	Sell	4,405 -733	-14%	-$28.4K	0.07%	127
2023 Q4	$185K	Hold	5,138	–	–	0.07%	136
2023 Q3	$169K	Hold	5,138	–	–	0.07%	136
2023 Q2	$198K	Buy	5,138 +100	+2%	+$3.46K	0.09%	123
2023 Q1	$185K	Buy	5,038 +100	+2%	+$3.78K	0.09%	121
2022 Q4	$166K	Buy	4,938 +110	+2%	+$4.07K	0.09%	117
2022 Q3	$155K	Buy	4,828 +435	+10%	+$16K	0.08%	127
2022 Q2	$139K	Hold	4,393	–	–	0.07%	148
2022 Q1	$192K	Hold	4,393	–	–	0.08%	143
2021 Q4	$258K	Hold	4,393	–	–	0.11%	133
2021 Q3	$232K	Buy	4,393 +900	+26%	+$47.8K	0.11%	135
2021 Q2	$206K	Buy	+3,493	New	+$205K	0.11%	129
2020 Q1	–	Sell	-847	Closed	-$31K	–	280
2019 Q4	$31K	Buy	+847	New	+$30.8K	0.02%	317

Other funds holding GM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return