EXENCIAL WEALTH ADVISORS, LLC

Position in GM — General Motors Co

CIK 1576151 OKLAHOMA CITY, OK

Position in GM

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$583,707

-$11,962 QoQ

Shares Held

7,835

+7.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $8,993,872 across 4 Auto Manufacturers names. GM ranks #2 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	20,681	$7,688,161
2	GM	General Motors Co This page	7,835	$583,707
3	RACE	Ferrari N.V.	1,149	$388,879
4	F	Ford Motor Co	28,867	$333,125

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$583,707	7,835	+7.0%	Shares	Sole	2026-04-28
2025-12-31	$595,669	7,325	+6.2%	Shares	Sole	2026-01-30
2025-09-30	$420,449	6,896	+44.8%	Shares	Sole	2025-10-27
2025-06-30	$234,338	4,762	-1.9%	Shares	Sole	2025-07-30
2025-03-31	$228,377	4,856	-3.2%	Shares	Sole	2025-05-09
2024-12-31	$267,202	5,016	+4.3%	Shares	Sole	2025-02-06
2024-09-30	$215,725	4,811	+0.3%	Shares	Sole	2024-10-31
2024-06-30	$222,868	4,797	+6.0%	Shares	Sole	2024-08-12
2024-03-31	$205,208	4,525	-24.3%	Shares	Sole	2024-05-10
2022-12-31	$200,965	5,974	-96.3%	Shares	Sole	2023-02-14
2022-03-31	$6,977,404	159,520	+1084.0%	Shares	Sole	2022-05-12
2021-12-31	$789,921	13,473	+85.4%	Shares	Sole	2022-02-10
2021-06-30	$430,047	7,268	+0.7%	Shares	Sole	2021-08-16
2021-03-31	$414,631	7,216	+2.9%	Shares	Sole	2021-05-06
2020-12-31	$291,979	7,012	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.