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Whitaker-Myers Wealth Managers’s General Motors GM Stock Holding History

Whitaker-Myers Wealth Managers’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
-5,493
Closed -$293K – 123
2024
Q4 		$293K Buy
+5,493
New +$288K 0.09% 94

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

Whitaker-Myers Wealth Managers's GM Position: Q1 2025 in Review

Whitaker-Myers Wealth Managers sold out of General Motors (GM) in Q1 2025, closing a stake of 5,493 shares — an estimated $293K sold.

Whitaker-Myers Wealth Managers first reported a position in GM in Q4 2024 and held it in 1 quarter. The position peaked at $293K in Q4 2024. 1,320 funds tracked by Wall St. Rank hold GM as of Q1 2025.

  • Whitaker-Myers Wealth Managers reported no remaining General Motors position as of Q1 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 5,493 General Motors shares in Q1 2025, an estimated $293K.
  • Whitaker-Myers Wealth Managers first reported a position in General Motors in Q4 2024 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's General Motors position peaked at $293K in Q4 2024.
  • 1,320 funds tracked by Wall St. Rank held General Motors as of Q1 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2025, filed 14 Apr 2025.