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XML Financial’s General Motors GM Stock Holding History

XML Financial’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
2026
Q1 		$910K Sell
12,221
-909
-7% -$72.3K 0.07% 190
2025
Q4 		$1.07M Sell
13,130
-2,437
-16% -$172K 0.09% 169
2025
Q3 		$949K Sell
15,567
-950
-6% -$53K 0.08% 182
2025
Q2 		$813K Sell
16,517
-915
-5% -$43.4K 0.07% 193
2025
Q1 		$820K Sell
17,432
-5,148
-23% -$254K 0.08% 185
2024
Q4 		$1.2M Sell
22,580
-2,586
-10% -$135K 0.11% 157
2024
Q3 		$1.13M Sell
25,166
-1,867
-7% -$86.5K 0.1% 163
2024
Q2 		$1.26M Sell
27,033
-2,172
-7% -$98.1K 0.13% 143
2024
Q1 		$1.32M Buy
29,205
+558
+2% +$21.6K 0.14% 142
2023
Q4 		$1.03M Sell
28,647
-2,236
-7% -$69.2K 0.11% 159
2023
Q3 		$1.02M Sell
30,883
-1,647
-5% -$58.5K 0.12% 149
2023
Q2 		$1.25M Sell
32,530
-17,917
-36% -$620K 0.15% 139
2023
Q1 		$1.85M Buy
50,447
+2,522
+5% +$95.4K 0.23% 109
2022
Q4 		$1.61M Sell
47,925
-486
-1% -$18K 0.2% 117
2022
Q3 		$1.55M Buy
+48,411
New +$1.78M 0.22% 106
2022
Q2 		– Sell
-15,588
Closed -$682K – 272
2022
Q1 		$682K Buy
15,588
+11,375
+270% +$568K 0.08% 181
2021
Q4 		$247K Buy
+4,213
New +$246K 0.03% 282

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return