HP
GM icon

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
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 $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

Holistic Planning's GM Position: Q1 2026 in Review

Holistic Planning increased its General Motors (GM) stake by 0.24% in Q1 2026, buying an estimated $1.19K and bringing the position to 6,337 shares worth $472K. The position accounts for 0.09% of the portfolio, ranked #185.

Holistic Planning first reported a position in GM in Q3 2024 and has held it in 7 quarters since. The position peaked at $514K in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Holistic Planning held 6,337 shares of General Motors worth $472K as of Q1 2026.
  • Holistic Planning bought 15 General Motors shares in Q1 2026, an estimated $1.19K.
  • General Motors made up 0.09% of Holistic Planning's portfolio in Q1 2026, its #185 holding.
  • Holistic Planning first reported a position in General Motors in Q3 2024 and has held it in 7 quarters since.
  • Holistic Planning's General Motors position peaked at $514K in Q4 2025.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.