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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Creative Planning's GM Position: Q3 2026 in Review

Creative Planning increased its General Motors (GM) stake by 14% in Q3 2026, buying an estimated $4.05M and bringing the position to 399,714 shares worth $30.8M. The position accounts for 0.02% of the portfolio, ranked #379.

Creative Planning first reported a position in GM in Q2 2013 and has held it in 54 quarters since. 889 funds tracked by Wall St. Rank hold GM as of Q3 2026.

Creative Planning held 399,714 shares of General Motors worth $30.8M as of Q3 2026.
Creative Planning bought 48,408 General Motors shares in Q3 2026, an estimated $4.05M.
General Motors made up 0.02% of Creative Planning's portfolio in Q3 2026, its #379 holding.
Creative Planning first reported a position in General Motors in Q2 2013 and has held it in 54 quarters since.
889 funds tracked by Wall St. Rank held General Motors as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.