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Plan Group Financial’s General Motors GM Stock Holding History

Plan Group Financial’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 		$812K Sell
10,899
-1,322
-11% -$105K 0.19% 102
2025
Q4 		$994K Sell
12,221
-3,844
-24% -$271K 0.26% 90
2025
Q3 		$979K Buy
16,065
+422
+3% +$23.5K 0.26% 92
2025
Q2 		$770K Buy
15,643
+3,151
+25% +$149K 0.25% 92
2025
Q1 		$588K Buy
12,492
+4,293
+52% +$212K 0.21% 90
2024
Q4 		$437K Buy
8,199
+325
+4% +$17K 0.23% 73
2024
Q3 		$353K Buy
+7,874
New +$365K 0.19% 80

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

Plan Group Financial's GM Position: Q1 2026 in Review

Plan Group Financial reduced its General Motors (GM) stake by 11% in Q1 2026, selling an estimated $105K and leaving 10,899 shares worth $812K. The position accounts for 0.19% of the portfolio, ranked #102.

Plan Group Financial first reported a position in GM in Q3 2024 and has held it in 7 quarters since. The position peaked at $994K in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Plan Group Financial held 10,899 shares of General Motors worth $812K as of Q1 2026.
  • Plan Group Financial sold 1,322 General Motors shares in Q1 2026, an estimated $105K.
  • General Motors made up 0.19% of Plan Group Financial's portfolio in Q1 2026, its #102 holding.
  • Plan Group Financial first reported a position in General Motors in Q3 2024 and has held it in 7 quarters since.
  • Plan Group Financial's General Motors position peaked at $994K in Q4 2025.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.