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Center for Financial Planning’s General Motors GM Stock Holding History

Center for Financial Planning’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
Q2 		$21.9K Hold
284
– – ﹤0.01% 415
2026
Q1 		$21.2K Buy
284
+198
+230% +$15.7K ﹤0.01% 407
2025
Q4 		$6.99K Hold
86
– – ﹤0.01% 527
2025
Q3 		$5.24K Hold
86
– – ﹤0.01% 546
2025
Q2 		$4.23K Sell
86
-280
-77% -$13.3K ﹤0.01% 527
2025
Q1 		$17.2K Buy
366
+280
+326% +$13.8K ﹤0.01% 409
2024
Q4 		$4.58K Hold
86
– – ﹤0.01% 489
2024
Q3 		$3.86K Hold
86
– – ﹤0.01% 470
2024
Q2 		$4K Hold
86
– – ﹤0.01% 465
2024
Q1 		$3.9K Buy
86
+56
+187% +$2.17K ﹤0.01% 485
2023
Q4 		$1.08K Buy
30
+18
+150% +$557 ﹤0.01% 478
2023
Q3 		$396 Hold
12
– – ﹤0.01% 501
2023
Q2 		$463 Sell
12
-387
-97% -$13.4K ﹤0.01% 542
2023
Q1 		$14.6K Sell
399
-355
-47% -$13.4K ﹤0.01% 319
2022
Q4 		$25.4K Buy
754
+5
+0.7% +$185 0.01% 278
2022
Q3 		$24K Sell
749
-11
-1% -$404 0.01% 278
2022
Q2 		$24K Hold
760
– – 0.01% 282
2022
Q1 		$33K Sell
760
-64
-8% -$3.19K 0.01% 260
2021
Q4 		$48K Hold
824
– – 0.01% 234
2021
Q3 		$43K Buy
824
+11
+1% +$585 0.01% 237
2021
Q2 		$48K Sell
813
-100
-11% -$5.88K 0.01% 222
2021
Q1 		$52K Hold
913
– – 0.01% 208
2020
Q4 		$38K Sell
913
-154
-14% -$5.99K 0.01% 222
2020
Q3 		$32K Hold
1,067
– – 0.01% 220
2020
Q2 		$27K Hold
1,067
– – 0.01% 230
2020
Q1 		$22K Buy
1,067
+100
+10% +$3.05K 0.01% 245
2019
Q4 		$35K Buy
+967
New +$35.1K 0.01% 217

Other funds holding GM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Center for Financial Planning's GM Position: Q2 2026 in Review

Center for Financial Planning held its General Motors (GM) position steady in Q2 2026 at 284 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Center for Financial Planning first reported a position in GM in Q4 2019 and has held it in 27 quarters since. The position peaked at $52K in Q1 2021. 415 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Center for Financial Planning held 284 shares of General Motors worth $21.9K as of Q2 2026.
  • Center for Financial Planning left its General Motors share count unchanged in Q2 2026.
  • General Motors made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #415 holding.
  • Center for Financial Planning first reported a position in General Motors in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's General Motors position peaked at $52K in Q1 2021.
  • 415 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.