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Triad Wealth Partners’s General Motors GM Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-800
Closed -$37.2K – 381
2024
Q2 		$37.2K Buy
+800
New +$36.1K 0.02% 271

Other funds holding GM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Triad Wealth Partners's GM Position: Q3 2024 in Review

Triad Wealth Partners sold out of General Motors (GM) in Q3 2024, closing a stake of 800 shares — an estimated $37.2K sold.

Triad Wealth Partners first reported a position in GM in Q2 2024 and held it in 1 quarter. The position peaked at $37.2K in Q2 2024. 1,255 funds tracked by Wall St. Rank hold GM as of Q3 2024.

  • Triad Wealth Partners reported no remaining General Motors position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 800 General Motors shares in Q3 2024, an estimated $37.2K.
  • Triad Wealth Partners first reported a position in General Motors in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's General Motors position peaked at $37.2K in Q2 2024.
  • 1,255 funds tracked by Wall St. Rank held General Motors as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.