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Holistic Planning’s General Motors GM Stock Holding History

Holistic 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
2026
Q2 		$497K Buy
6,451
+114
+2% +$8.96K 0.08% 208
2026
Q1 		$472K Buy
6,337
+15
+0.2% +$1.19K 0.09% 185
2025
Q4 		$514K Buy
6,322
+79
+1% +$5.57K 0.11% 157
2025
Q3 		$381K Buy
6,243
+43
+0.7% +$2.4K 0.1% 155
2025
Q2 		$305K Buy
6,200
+419
+7% +$19.9K 0.09% 173
2025
Q1 		$272K Buy
5,781
+22
+0.4% +$1.08K 0.09% 148
2024
Q4 		$307K Buy
5,759
+214
+4% +$11.2K 0.11% 128
2024
Q3 		$249K Buy
+5,545
New +$257K 0.11% 135

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Holistic Planning's GM Position: Q2 2026 in Review

Holistic Planning increased its General Motors (GM) stake by 1.8% in Q2 2026, buying an estimated $8.96K and bringing the position to 6,451 shares worth $497K. The position accounts for 0.08% of the portfolio, ranked #208.

Holistic Planning first reported a position in GM in Q3 2024 and has held it in 8 quarters since. The position peaked at $514K in Q4 2025. 1,565 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Holistic Planning held 6,451 shares of General Motors worth $497K as of Q2 2026.
  • Holistic Planning bought 114 General Motors shares in Q2 2026, an estimated $8.96K.
  • General Motors made up 0.08% of Holistic Planning's portfolio in Q2 2026, its #208 holding.
  • Holistic Planning first reported a position in General Motors in Q3 2024 and has held it in 8 quarters since.
  • Holistic Planning's General Motors position peaked at $514K in Q4 2025.
  • 1,565 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.