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United Financial Planning Group’s General Motors GM Stock Holding History

United Financial Planning Group’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 		$12.8K Hold
166
– – 0.01% 218
2026
Q1 		$12.4K Buy
+166
New +$13.2K 0.01% 182

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

United Financial Planning Group's GM Position: Q2 2026 in Review

United Financial Planning Group held its General Motors (GM) position steady in Q2 2026 at 166 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #218.

United Financial Planning Group first reported a position in GM in Q1 2026 and has held it in 2 quarters since. 1,563 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • United Financial Planning Group held 166 shares of General Motors worth $12.8K as of Q2 2026.
  • United Financial Planning Group left its General Motors share count unchanged in Q2 2026.
  • General Motors made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #218 holding.
  • United Financial Planning Group first reported a position in General Motors in Q1 2026 and has held it in 2 quarters since.
  • 1,563 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.