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Comprehensive Financial Planning’s General Motors GM Stock Holding History

Comprehensive 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
Q1 		$29.8K Hold
400
– – 0.02% 186
2025
Q4 		$32.5K Buy
+400
New +$28.2K 0.02% 186

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

Comprehensive Financial Planning's GM Position: Q1 2026 in Review

Comprehensive Financial Planning held its General Motors (GM) position steady in Q1 2026 at 400 shares worth $29.8K. The position accounts for 0.02% of the portfolio, ranked #186.

Comprehensive Financial Planning first reported a position in GM in Q4 2025 and has held it in 2 quarters since. The position peaked at $32.5K in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Comprehensive Financial Planning held 400 shares of General Motors worth $29.8K as of Q1 2026.
  • Comprehensive Financial Planning left its General Motors share count unchanged in Q1 2026.
  • General Motors made up 0.02% of Comprehensive Financial Planning's portfolio in Q1 2026, its #186 holding.
  • Comprehensive Financial Planning first reported a position in General Motors in Q4 2025 and has held it in 2 quarters since.
  • Comprehensive Financial Planning's General Motors position peaked at $32.5K in Q4 2025.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.