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WealthPlan Investment Management’s General Motors GM Stock Holding History

WealthPlan Investment Management’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 		$373K Buy
4,833
+122
+3% +$9.59K 0.02% 370
2026
Q1 		$351K Buy
4,711
+525
+13% +$41.7K 0.02% 361
2025
Q4 		$340K Sell
4,186
-401
-9% -$28.3K 0.02% 304
2025
Q3 		$280K Buy
4,587
+47
+1% +$2.62K 0.02% 280
2025
Q2 		$223K Buy
4,540
+14
+0.3% +$664 0.02% 322
2025
Q1 		$213K Sell
4,526
-871
-16% -$42.9K 0.02% 255
2024
Q4 		$287K Sell
5,397
-476
-8% -$24.9K 0.03% 223
2024
Q3 		$263K Sell
5,873
-227
-4% -$10.5K 0.03% 220
2024
Q2 		$283K Buy
6,100
+15
+0.2% +$677 0.04% 155
2024
Q1 		$276K Buy
6,085
+19
+0.3% +$736 0.04% 158
2023
Q4 		$218K Buy
+6,066
New +$188K 0.03% 179
2023
Q3 		– Sell
-3,223
Closed -$124K – 232
2023
Q2 		$124K Sell
3,223
-1,261
-28% -$43.6K 0.04% 145
2023
Q1 		$164K Sell
4,484
-5,218
-54% -$197K 0.03% 167
2022
Q4 		$408K Buy
9,702
+1,255
+15% +$46.4K 0.03% 277
2022
Q3 		$321K Buy
+8,447
New +$310K 0.02% 295
2022
Q1 		$326K Buy
+8,596
New +$429K 0.02% 303

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 $3.38T AUM 44.17% 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

WealthPlan Investment Management's GM Position: Q2 2026 in Review

WealthPlan Investment Management increased its General Motors (GM) stake by 2.6% in Q2 2026, buying an estimated $9.59K and bringing the position to 4,833 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #370.

WealthPlan Investment Management first reported a position in GM in Q1 2022 and has held it in 16 quarters since. The position peaked at $408K in Q4 2022. 1,572 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • WealthPlan Investment Management held 4,833 shares of General Motors worth $373K as of Q2 2026.
  • WealthPlan Investment Management bought 122 General Motors shares in Q2 2026, an estimated $9.59K.
  • General Motors made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #370 holding.
  • WealthPlan Investment Management first reported a position in General Motors in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's General Motors position peaked at $408K in Q4 2022.
  • 1,572 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.