Rise Advisors’s General Motors GM Stock Holding History

Rise 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 Q4	–	Sell	-2,358	Closed	-$144K	–	644
2025 Q3	$144K	Buy	2,358 +38	+2%	+$2.12K	0.05%	124
2025 Q2	$114K	Buy	2,320 +30	+1%	+$1.42K	0.05%	139
2025 Q1	$108K	Sell	2,290 -210	-8%	-$10.3K	0.05%	139
2024 Q4	$133K	Buy	2,500 +5	+0.2%	+$262	0.06%	118
2024 Q3	$112K	Buy	2,495 +7	+0.3%	+$324	0.05%	140
2024 Q2	$116K	Buy	2,488 +6	+0.2%	+$271	0.06%	134
2024 Q1	$113K	Buy	2,482 +737	+42%	+$28.6K	0.06%	139
2023 Q4	$62.7K	Sell	1,745 -177	-9%	-$5.47K	0.04%	134
2023 Q3	$63.4K	Buy	1,922 +5	+0.3%	+$178	0.05%	123
2023 Q2	$73.9K	Sell	1,917 -7	-0.4%	-$242	0.06%	124
2023 Q1	$70.6K	Buy	1,924 +16	+0.8%	+$605	0.05%	128
2022 Q4	$64.2K	Buy	1,908 +5	+0.3%	+$185	0.05%	132
2022 Q3	$61K	Sell	1,903 -109	-5%	-$4K	0.05%	134
2022 Q2	$64K	Hold	2,012	–	–	0.06%	121
2022 Q1	$88K	Hold	2,012	–	–	0.08%	109
2021 Q4	$118K	Buy	+2,012	New	+$118K	0.11%	89

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

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 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

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