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 $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

Creative Planning's GM Position: Q1 2026 in Review

Creative Planning increased its General Motors (GM) stake by 6.4% in Q1 2026, buying an estimated $1.47M and bringing the position to 306,949 shares worth $22.9M. The position accounts for 0.02% of the portfolio, ranked #388.

Creative Planning first reported a position in GM in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.5M in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Creative Planning held 306,949 shares of General Motors worth $22.9M as of Q1 2026.
Creative Planning bought 18,472 General Motors shares in Q1 2026, an estimated $1.47M.
General Motors made up 0.02% of Creative Planning's portfolio in Q1 2026, its #388 holding.
Creative Planning first reported a position in General Motors in Q2 2013 and has held it in 52 quarters since.
Creative Planning's General Motors position peaked at $23.5M in Q4 2025.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.