Simplicity Wealth’s General Motors GM Stock Holding History

Simplicity Wealth’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	$282K	Buy	3,786 +440	+13%	+$35K	0.02%	614
2025 Q4	$272K	Sell	3,346 -4,996	-60%	-$352K	0.02%	590
2025 Q3	$509K	Buy	8,342 +1,364	+20%	+$76.1K	0.03%	436
2025 Q2	$343K	Buy	+6,978	New	+$331K	0.01%	520
2025 Q1	–	Sell	-3,881	Closed	-$207K	–	582
2024 Q4	$207K	Sell	3,881 -4,329	-53%	-$227K	0.04%	308
2024 Q3	$368K	Sell	8,210 -17,602	-68%	-$816K	0.03%	354
2024 Q2	$1.2M	Buy	25,812 +1,490	+6%	+$67.3K	0.03%	480
2024 Q1	$1.1M	Buy	+24,322	New	+$943K	0.03%	487

Other funds holding GM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Simplicity Wealth's GM Position: Q1 2026 in Review

Simplicity Wealth increased its General Motors (GM) stake by 13% in Q1 2026, buying an estimated $35K and bringing the position to 3,786 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #614.

Simplicity Wealth first reported a position in GM in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q2 2024. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Simplicity Wealth held 3,786 shares of General Motors worth $282K as of Q1 2026.
Simplicity Wealth bought 440 General Motors shares in Q1 2026, an estimated $35K.
General Motors made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #614 holding.
Simplicity Wealth first reported a position in General Motors in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's General Motors position peaked at $1.2M in Q2 2024.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.