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WR Wealth Planners’s General Motors GM Stock Holding History

WR Wealth Planners’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
Q4 		$12.7K Buy
238
+31
+15% +$1.62K ﹤0.01% 558
2024
Q3 		$9.28K Hold
207
– – ﹤0.01% 643
2024
Q2 		$9.62K Buy
207
+13
+7% +$587 ﹤0.01% 598
2024
Q1 		$8.8K Buy
+194
New +$7.52K ﹤0.01% 621
2023
Q4 		– Sell
-310
Closed -$10.2K – 452
2023
Q3 		$10.2K Hold
310
– – ﹤0.01% 556
2023
Q2 		$12K Buy
310
+10
+3% +$346 ﹤0.01% 519
2023
Q1 		$11K Buy
+300
New +$11.3K ﹤0.01% 528

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's GM Position: Q4 2024 in Review

WR Wealth Planners increased its General Motors (GM) stake by 15% in Q4 2024, buying an estimated $1.62K and bringing the position to 238 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

WR Wealth Planners first reported a position in GM in Q1 2023 and has held it in 7 quarters since. 1,360 funds tracked by Wall St. Rank hold GM as of Q4 2024.

  • WR Wealth Planners held 238 shares of General Motors worth $12.7K as of Q4 2024.
  • WR Wealth Planners bought 31 General Motors shares in Q4 2024, an estimated $1.62K.
  • General Motors made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #558 holding.
  • WR Wealth Planners first reported a position in General Motors in Q1 2023 and has held it in 7 quarters since.
  • 1,360 funds tracked by Wall St. Rank held General Motors as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.