Creative Planning’s General Motors GM Stock Holding History

Creative 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
2023 Q4	–	Sell	-3,500	Closed	-$210	–	2895
2023 Q3	$210	Hold	3,500	–	–	﹤0.01%	2868
2023 Q2	$2.31K	Buy	+3,500	New	+$121K	﹤0.01%	2592
2021 Q2	–	Sell	-2,000	Closed	-$7K	–	2274
2021 Q1	$7K	Hold	2,000	–	–	﹤0.01%	2497
2020 Q4	$4K	Buy	+2,000	New	+$77.7K	﹤0.01%	2269
2020 Q2	–	Sell	-500	Closed	-$1K	–	2058
2020 Q1	$1K	Buy	+500	New	+$15.3K	﹤0.01%	1844
2015 Q2	–	Sell	-2,000	Closed	-$3K	–	1837
2015 Q1	$3K	Hold	2,000	–	–	﹤0.01%	3741
2014 Q4	$2K	Hold	2,000	–	–	﹤0.01%	3815
2014 Q3	$2K	Hold	2,000	–	–	﹤0.01%	3653
2014 Q2	$4K	Hold	2,000	–	–	﹤0.01%	3303
2014 Q1	$4K	Buy	+2,000	New	+$73.4K	﹤0.01%	3167

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's GM Position: Q2 2026 in Review

Creative Planning increased its General Motors (GM) stake by 14% in Q2 2026, buying an estimated $3.49M and bringing the position to 351,306 shares worth $27.1M. The position accounts for 0.02% of the portfolio, ranked #393.

Creative Planning first reported a position in GM in Q2 2013 and has held it in 53 quarters since. 1,565 funds tracked by Wall St. Rank hold GM as of Q2 2026.

Creative Planning held 351,306 shares of General Motors worth $27.1M as of Q2 2026.
Creative Planning bought 44,357 General Motors shares in Q2 2026, an estimated $3.49M.
General Motors made up 0.02% of Creative Planning's portfolio in Q2 2026, its #393 holding.
Creative Planning first reported a position in General Motors in Q2 2013 and has held it in 53 quarters since.
1,565 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.