Position in GM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$22,867,700
-$591,249 QoQ
Shares Held
306,949
+6.4% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.7701605152647508.ToString("F0")%
Shared 0.ToString("F0")%
None 99.22983948473525.ToString("F0")%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Derivatives in GM
reported options exposure · as of Sep 30, 2023CallValue
$115,395
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 Mar 31, 2026Creative Planning holds $472,981,693 across 13 Auto Manufacturers names. GM ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
1,054,828 | $392,132,308 | |
| 2 | TM |
Toyota Motor Corp/
|
127,878 | $26,354,376 | |
| 3 | GM |
General Motors Co
This page
|
306,949 | $22,867,700 | |
| 4 | F |
Ford Motor Co
|
1,148,536 | $13,254,104 | |
| 5 | RACE |
Ferrari N.V.
|
19,417 | $6,571,683 | |
| 6 | STLA |
Stellantis N.V.
|
531,462 | $3,768,065 | |
| 7 | HMC |
Honda Motor Co Ltd
|
132,351 | $3,217,452 | |
| 8 | RIVN |
Rivian Automotive, Inc. / DE
|
156,203 | $2,350,855 |
All Filings in GM
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $115,395 | 3,500 | Call | Sole | 2023-11-16 | |
| 2023-09-30 | $4,850,941 | 147,132 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $134,960 | 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 | $28,730 | 500 | Put | Sole | 2021-04-30 | |
| 2021-03-31 | $114,920 | 2,000 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $83,280 | 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 | $10,390 | 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. | ||||||