Position in GM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$341,849
-$244,242 QoQ
Shares Held
4,435
-43.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#981
of 1,548 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 2%
Shared 1%
None 97%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026GeoWealth Management, LLC holds $5,313,417 across 4 Auto Manufacturers names. GM ranks #3 (6.4% of the industry book) .
All Filings in GM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,849 | 4,435 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $586,091 | 7,867 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $510,445 | 6,277 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $363,625 | 5,964 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $290,043 | 5,894 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $133,565 | 2,840 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $192,464 | 3,613 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $163,352 | 3,643 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $314,627 | 6,772 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $325,658 | 7,181 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $313,976 | 8,741 | Shares | Other | 2024-02-13 | |
| 2022-03-31 | $26,899 | 615 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $38,109 | 650 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $20,978 | 398 | Shares | Other | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||