Planned Solutions’s General Motors GM Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-17	Closed	-$778	–	311
2024 Q3	$778	Buy	+17	New	+$788	﹤0.01%	596

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planned Solutions's GM Position: Q4 2024 in Review

Planned Solutions sold out of General Motors (GM) in Q4 2024, closing a stake of 17 shares — an estimated $778 sold.

Planned Solutions first reported a position in GM in Q3 2024 and held it in 1 quarter. The position peaked at $778 in Q3 2024. 1,359 funds tracked by Wall St. Rank hold GM as of Q4 2024.

Planned Solutions reported no remaining General Motors position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 17 General Motors shares in Q4 2024, an estimated $778.
Planned Solutions first reported a position in General Motors in Q3 2024 and held it in 1 quarter.
Planned Solutions's General Motors position peaked at $778 in Q3 2024.
1,359 funds tracked by Wall St. Rank held General Motors as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.