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CreativeOne Wealth’s General Motors GM Stock Holding History

CreativeOne Wealth’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 		$700K Sell
9,400
-1,994
-18% -$159K 0.02% 691
2025
Q4 		$927K Buy
11,394
+145
+1% +$10.2K 0.02% 578
2025
Q3 		$686K Sell
11,249
-334
-3% -$18.6K 0.02% 671
2025
Q2 		$570K Sell
11,583
-1,083
-9% -$51.3K 0.01% 690
2025
Q1 		$596K Sell
12,666
-69
-0.5% -$3.4K 0.02% 636
2024
Q4 		$678K Buy
12,735
+4,062
+47% +$213K 0.02% 603
2024
Q3 		$389K Sell
8,673
-2,165
-20% -$100K 0.01% 710
2024
Q2 		$504K Buy
10,838
+663
+7% +$29.9K 0.03% 469
2024
Q1 		$461K Buy
+10,175
New +$394K 0.02% 585
2023
Q3 		– Sell
-10,329
Closed -$398K – 680
2023
Q2 		$398K Buy
10,329
+795
+8% +$27.5K 0.02% 560
2023
Q1 		$350K Buy
9,534
+1,776
+23% +$67.1K 0.02% 579
2022
Q4 		$261K Sell
7,758
-1,609
-17% -$59.5K 0.01% 619
2022
Q3 		$301K Buy
9,367
+195
+2% +$7.16K 0.02% 548
2022
Q2 		$291K Sell
9,172
-10,227
-53% -$384K 0.02% 567
2022
Q1 		$849K Buy
19,399
+7,977
+70% +$398K 0.04% 308
2021
Q4 		$670K Sell
11,422
-647
-5% -$37.8K 0.03% 373
2021
Q3 		$636K Buy
12,069
+600
+5% +$31.9K 0.04% 349
2021
Q2 		$678K Buy
11,469
+4,178
+57% +$246K 0.04% 322
2021
Q1 		$419K Buy
+7,291
New +$387K 0.03% 372

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

CreativeOne Wealth's GM Position: Q1 2026 in Review

CreativeOne Wealth reduced its General Motors (GM) stake by 18% in Q1 2026, selling an estimated $159K and leaving 9,400 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #691.

CreativeOne Wealth first reported a position in GM in Q1 2021 and has held it in 19 quarters since. The position peaked at $927K in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • CreativeOne Wealth held 9,400 shares of General Motors worth $700K as of Q1 2026.
  • CreativeOne Wealth sold 1,994 General Motors shares in Q1 2026, an estimated $159K.
  • General Motors made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #691 holding.
  • CreativeOne Wealth first reported a position in General Motors in Q1 2021 and has held it in 19 quarters since.
  • CreativeOne Wealth's General Motors position peaked at $927K in Q4 2025.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.