Position in GM
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$4,956,485
-$787,878 QoQ
Shares Held
66,530
-5.8% QoQ
Ownership
0.007%
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.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Derivatives in GM
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$18,584
PutShares
400
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, 2026Sequoia Financial Advisors, LLC holds $60,231,479 across 11 Auto Manufacturers names. GM ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
113,896 | $42,340,838 | |
| 2 | GM |
General Motors Co
This page
|
66,530 | $4,956,485 | |
| 3 | F |
Ford Motor Co
|
372,324 | $4,296,618 | |
| 4 | TM |
Toyota Motor Corp/
|
14,666 | $3,022,515 | |
| 5 | RACE |
Ferrari N.V.
|
5,964 | $2,018,515 | |
| 6 | HMC |
Honda Motor Co Ltd
|
51,167 | $1,243,869 | |
| 7 | STLA |
Stellantis N.V.
|
97,944 | $694,422 | |
| 8 | RIVN |
Rivian Automotive, Inc. / DE
|
32,654 | $491,442 |
All Filings in GM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,956,485 | 66,530 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,744,363 | 70,639 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,415,661 | 56,022 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,588,888 | 52,609 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,251,326 | 47,870 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,594,994 | 48,714 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $2,509,649 | 55,969 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,027,514 | 43,640 | Shares | Sole | 2024-07-15 | |
| 2024-06-30 | $18,584 | 400 | Put | Sole | 2024-07-15 | |
| 2024-03-31 | $1,895,403 | 41,795 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,452,258 | 68,270 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $976,802 | 29,627 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,167,635 | 30,281 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,194,007 | 32,552 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,028,744 | 30,581 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $760,372 | 23,695 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $760,937 | 23,959 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,369,368 | 31,307 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,384,371 | 23,612 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $271,930 | 5,159 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,184,287 | 20,015 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,072,835 | 18,671 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $676,441 | 16,245 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $492,436 | 16,642 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $383,598 | 15,162 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $229,328 | 11,036 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||