Institute for Wealth Management, LLC.

Position in GM — General Motors Co

CIK 1533954 DENVER, CO

Position in GM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,529,303

-$523,260 QoQ

Shares Held

32,814

-19.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#471

of 1,548 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $16,135,531 across 7 Auto Manufacturers names. GM ranks #2 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	30,578	$12,861,106
2	GM	General Motors Co This page	32,814	$2,529,303
3	F	Ford Motor Co	43,521	$604,941
4	TM	Toyota Motor Corp/	573	$96,504
5	RIVN	Rivian Automotive, Inc. / DE	1,280	$22,208
6	RACE	Ferrari N.V.	40	$14,891
7	NIO	NIO Inc.	1,300	$6,578

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,529,303	32,814	-19.9%	Shares	Sole	2026-07-28
2026-03-31	$3,052,563	40,974	-1.0%	Shares	Sole	2026-05-14
2025-12-31	$3,366,404	41,397	-1.4%	Shares	Sole	2026-01-27
2025-09-30	$2,559,032	41,972	-0.1%	Shares	Sole	2025-10-17
2025-06-30	$2,068,296	42,030	-0.8%	Shares	Sole	2025-07-18
2025-03-31	$1,992,755	42,372	+18.7%	Shares	Sole	2025-04-21
2024-12-31	$1,901,952	35,704	-0.2%	Shares	Sole	2025-01-23
2024-09-30	$1,603,747	35,766	-2.3%	Shares	Sole	2024-11-12
2024-06-30	$1,701,551	36,624	+0.6%	Shares	Sole	2024-07-25
2024-03-31	$1,650,467	36,394	-0.1%	Shares	Sole	2024-04-30
2023-12-31	$1,308,278	36,422	-2.1%	Shares	Sole	2024-01-31
2023-09-30	$1,227,077	37,218	-0.6%	Shares	Sole	2023-10-13
2023-06-30	$1,443,339	37,431	+2.9%	Shares	Sole	2023-07-25
2023-03-31	$1,334,601	36,385	-0.7%	Shares	Sole	2023-04-20
2022-12-31	$1,232,535	36,639	-5.6%	Shares	Sole	2023-02-02
2022-09-30	$1,245,509	38,813	-0.1%	Shares	Sole	2022-10-18
2022-06-30	$1,234,003	38,854	+1.3%	Shares	Sole	2022-07-25
2022-03-31	$1,677,166	38,344	+2.5%	Shares	Sole	2022-04-29
2021-12-31	$2,192,468	37,395	+0.3%	Shares	Sole	2022-01-21
2021-09-30	$1,965,819	37,295	-0.5%	Shares	Sole	2021-11-15
2021-06-30	$2,218,756	37,498	+1.2%	Shares	Sole	2021-07-21
2021-03-31	$2,128,146	37,037	-2.9%	Shares	Sole	2021-05-04
2020-12-31	$1,588,316	38,144	-1.2%	Shares	Sole	2021-02-01
2020-09-30	$1,142,233	38,602	-1.2%	Shares	Sole	2020-11-03
2020-06-30	$988,319	39,064	-3.2%	Shares	Sole	2020-07-30
2020-03-31	$838,618	40,357	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.