Position in GM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,806,708
-$149,777 QoQ
Shares Held
62,360
-6.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#381
of 1,548 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 Jun 30, 2026Sequoia Financial Advisors, LLC holds $75,992,698 across 10 Auto Manufacturers names. GM ranks #2 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
144,986 | $60,981,111 | |
| 2 | GM |
General Motors Co
This page
|
62,360 | $4,806,708 | |
| 3 | F |
Ford Motor Co
|
275,710 | $3,832,369 | |
| 4 | RACE |
Ferrari N.V.
|
5,471 | $2,036,798 | |
| 5 | TM |
Toyota Motor Corp/
|
10,666 | $1,796,367 | |
| 6 | HMC |
Honda Motor Co Ltd
|
52,013 | $1,410,072 | |
| 7 | RIVN |
Rivian Automotive, Inc. / DE
|
30,097 | $522,182 | |
| 8 | XPEV |
Xpeng Inc.
|
21,148 | $279,999 |
All Filings in GM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,806,708 | 62,360 | Shares | Sole | 2026-07-17 | |
| 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. | ||||||