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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WealthPlan Investment Management's GM Position: Q1 2026 in Review

WealthPlan Investment Management increased its General Motors (GM) stake by 13% in Q1 2026, buying an estimated $41.7K and bringing the position to 4,711 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #361.

WealthPlan Investment Management first reported a position in GM in Q1 2022 and has held it in 15 quarters since. The position peaked at $408K in Q4 2022. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • WealthPlan Investment Management held 4,711 shares of General Motors worth $351K as of Q1 2026.
  • WealthPlan Investment Management bought 525 General Motors shares in Q1 2026, an estimated $41.7K.
  • General Motors made up 0.02% of WealthPlan Investment Management's portfolio in Q1 2026, its #361 holding.
  • WealthPlan Investment Management first reported a position in General Motors in Q1 2022 and has held it in 15 quarters since.
  • WealthPlan Investment Management's General Motors position peaked at $408K in Q4 2022.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.