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 Q3	$507K	Sell	6,578 -917	-12%	-$76.7K	0.1%	116
2026 Q2	$578K	Sell	7,495 -3,404	-31%	-$267K	0.12%	124
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Plan Group Financial's GM Position: Q3 2026 in Review

Plan Group Financial reduced its General Motors (GM) stake by 12% in Q3 2026, selling an estimated $76.7K and leaving 6,578 shares worth $507K. The position accounts for 0.1% of the portfolio, ranked #116.

Plan Group Financial first reported a position in GM in Q3 2024 and has held it in 9 quarters since. The position peaked at $994K in Q4 2025. 382 funds tracked by Wall St. Rank hold GM as of Q3 2026.

Plan Group Financial held 6,578 shares of General Motors worth $507K as of Q3 2026.
Plan Group Financial sold 917 General Motors shares in Q3 2026, an estimated $76.7K.
General Motors made up 0.1% of Plan Group Financial's portfolio in Q3 2026, its #116 holding.
Plan Group Financial first reported a position in General Motors in Q3 2024 and has held it in 9 quarters since.
Plan Group Financial's General Motors position peaked at $994K in Q4 2025.
382 funds tracked by Wall St. Rank held General Motors as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.