Estate Planners Group’s General Motors GM Stock Holding History

Estate Planners Group’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	–	Sell	-100	Closed	-$8.13K	–	194
2025 Q4	$8.13K	Buy	+100	New	+$7.05K	﹤0.01%	300

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

Estate Planners Group's GM Position: Q1 2026 in Review

Estate Planners Group sold out of General Motors (GM) in Q1 2026, closing a stake of 100 shares — an estimated $8.13K sold.

Estate Planners Group first reported a position in GM in Q4 2025 and held it in 1 quarter. The position peaked at $8.13K in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Estate Planners Group reported no remaining General Motors position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 100 General Motors shares in Q1 2026, an estimated $8.13K.
Estate Planners Group first reported a position in General Motors in Q4 2025 and held it in 1 quarter.
Estate Planners Group's General Motors position peaked at $8.13K in Q4 2025.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.