Avantax Planning Partners’s General Motors GM Stock Holding History

Avantax Planning 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
2026 Q1	–	Sell	-2,895	Closed	-$235K	–	446
2025 Q4	$235K	Buy	+2,895	New	+$204K	0.01%	390
2023 Q2	–	Sell	-5,905	Closed	-$217K	–	377
2023 Q1	$217K	Buy	+5,905	New	+$223K	0.01%	345
2022 Q1	–	Sell	-3,967	Closed	-$233K	–	370
2021 Q4	$233K	Buy	3,967 +57	+1%	+$3.33K	0.01%	311
2021 Q3	$206K	Buy	3,910 +6	+0.2%	+$319	0.01%	313
2021 Q2	$231K	Buy	+3,904	New	+$229K	0.01%	290
2018 Q4	–	Sell	-4,066	Closed	-$137K	–	636
2018 Q3	$137K	Buy	+4,066	New	+$150K	0.01%	286
2018 Q2	–	Sell	-3,436	Closed	-$124K	–	703
2018 Q1	$124K	Buy	+3,436	New	+$139K	0.01%	370

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Avantax Planning Partners's GM Position: Q1 2026 in Review

Avantax Planning Partners sold out of General Motors (GM) in Q1 2026, closing a stake of 2,895 shares — an estimated $235K sold.

Avantax Planning Partners first reported a position in GM in Q1 2018 and held it in 7 quarters. The position peaked at $235K in Q4 2025. 1,512 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Avantax Planning Partners reported no remaining General Motors position as of Q1 2026 after selling out during the quarter.
Avantax Planning Partners sold 2,895 General Motors shares in Q1 2026, an estimated $235K.
Avantax Planning Partners first reported a position in General Motors in Q1 2018 and held it in 7 quarters.
Avantax Planning Partners's General Motors position peaked at $235K in Q4 2025.
1,512 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.