PDS Planning’s General Motors GM Stock Holding History

PDS 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	$328K	Buy	4,255 +47	+1%	+$3.69K	0.02%	404
2026 Q1	$313K	Buy	4,208 +212	+5%	+$16.9K	0.02%	381
2025 Q4	$325K	Buy	3,996 +131	+3%	+$9.23K	0.02%	358
2025 Q3	$236K	Sell	3,865 -411	-10%	-$22.9K	0.02%	446
2025 Q2	$210K	Buy	+4,276	New	+$203K	0.02%	471
2023 Q3	–	Sell	-5,402	Closed	-$208K	–	352
2023 Q2	$208K	Buy	+5,402	New	+$187K	0.03%	289

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PDS Planning's GM Position: Q2 2026 in Review

PDS Planning increased its General Motors (GM) stake by 1.1% in Q2 2026, buying an estimated $3.69K and bringing the position to 4,255 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #404.

PDS Planning first reported a position in GM in Q2 2023 and has held it in 6 quarters since. 1,565 funds tracked by Wall St. Rank hold GM as of Q2 2026.

PDS Planning held 4,255 shares of General Motors worth $328K as of Q2 2026.
PDS Planning bought 47 General Motors shares in Q2 2026, an estimated $3.69K.
General Motors made up 0.02% of PDS Planning's portfolio in Q2 2026, its #404 holding.
PDS Planning first reported a position in General Motors in Q2 2023 and has held it in 6 quarters since.
1,565 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.