Position in GM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,017,183
+$617,999 QoQ
Shares Held
26,170
+39.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#501
of 1,548 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $61,372,803 across 7 Auto Manufacturers names. GM ranks #3 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
131,616 | $55,357,689 | |
| 2 | F |
Ford Motor Co
|
173,791 | $2,415,694 | |
| 3 | GM |
General Motors Co
This page
|
26,170 | $2,017,183 | |
| 4 | RIVN |
Rivian Automotive, Inc. / DE
|
43,828 | $760,415 | |
| 5 | TM |
Toyota Motor Corp/
|
3,250 | $547,365 | |
| 6 | RACE |
Ferrari N.V.
|
575 | $214,066 | |
| 7 | NIO |
NIO Inc.
|
11,935 | $60,391 |
All Filings in GM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,017,183 | 26,170 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,399,184 | 18,781 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,289,572 | 15,858 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $470,988 | 9,571 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $603,112 | 12,824 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $637,375 | 11,965 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $635,158 | 14,165 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,566,729 | 55,246 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $18,237,593 | 402,152 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,077,360 | 447,588 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $42,022,704 | 1,274,574 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $7,947,216 | 206,100 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $311,706 | 8,498 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $34,204,983 | 1,016,795 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $31,306,105 | 975,572 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $26,848,760 | 845,364 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $30,462,285 | 696,440 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $34,845,216 | 594,324 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $24,249,551 | 460,056 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $24,025,682 | 406,045 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $21,023,464 | 365,880 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $315,631 | 7,580 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $222,132 | 7,507 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $241,412 | 9,542 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $324,895 | 15,635 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||