Position in GM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,078,666
+$4,210,966 QoQ
Shares Held
351,306
+14.5% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#186
of 1,548 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Derivatives in GM
reported options exposure · as of Sep 30, 2023CallValue
$210
CallShares
3,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $562,053,543 across 14 Auto Manufacturers names. GM ranks #2 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
1,130,268 | $475,390,720 | |
| 2 | GM |
General Motors Co
This page
|
351,306 | $27,078,666 | |
| 3 | TM |
Toyota Motor Corp/
|
113,469 | $19,110,448 | |
| 4 | F |
Ford Motor Co
|
1,278,307 | $17,768,467 | |
| 5 | RACE |
Ferrari N.V.
|
22,355 | $8,322,542 | |
| 6 | HMC |
Honda Motor Co Ltd
|
277,281 | $7,517,087 | |
| 7 | RIVN |
Rivian Automotive, Inc. / DE
|
183,939 | $3,191,340 | |
| 8 | STLA |
Stellantis N.V.
|
296,119 | $1,699,722 |
All Filings in GM
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,078,666 | 351,306 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $22,867,700 | 306,949 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $23,458,949 | 288,477 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,589,144 | 272,087 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,833,580 | 220,150 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,824,282 | 230,157 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,099,938 | 189,599 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,652,842 | 170,670 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $8,838,865 | 190,247 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $6,335,575 | 139,704 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,041,969 | 112,527 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $210 | 3,500 | Call | Sole | 2023-11-16 | |
| 2023-09-30 | $4,850,941 | 147,132 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,310 | 3,500 | Call | Sole | 2023-07-21 | |
| 2023-06-30 | $6,147,158 | 159,418 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,677,066 | 127,510 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,223,838 | 125,560 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,844,061 | 119,790 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,265,399 | 134,301 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,336,395 | 144,865 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $87,480 | 2,000 | Call | Sole | 2022-05-16 | |
| 2021-12-31 | $6,979,432 | 119,042 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,117,048 | 116,051 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,764,873 | 97,429 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,218,263 | 108,219 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $3,000 | 500 | Put | Sole | 2021-04-30 | |
| 2021-03-31 | $7,000 | 2,000 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $45,640 | 2,000 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $3,672,148 | 88,188 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,777,021 | 93,850 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,878,583 | 113,778 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,000 | 500 | Call | Sole | 2020-05-05 | |
| 2020-03-31 | $2,137,056 | 102,842 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||