Position in GM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,136,775
+$405,856 QoQ
Shares Held
14,748
+50.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#627
of 1,547 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Derivatives in GM
reported options exposure · as of Dec 31, 2025CallValue
$40,660
CallShares
500
PutValue
$0
PutShares
0
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, 2026Valeo Financial Advisors, LLC holds $33,389,928 across 7 Auto Manufacturers names. GM ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
57,659 | $24,251,375 | |
| 2 | XPEV |
Xpeng Inc.
|
387,230 | $5,126,925 | |
| 3 | F |
Ford Motor Co
|
101,423 | $1,409,779 | |
| 4 | GM |
General Motors Co
This page
|
14,748 | $1,136,775 | |
| 5 | TM |
Toyota Motor Corp/
|
3,258 | $548,712 | |
| 6 | RACE |
Ferrari N.V.
|
1,255 | $467,223 | |
| 7 | RIVN |
Rivian Automotive, Inc. / DE
|
25,887 | $449,139 |
All Filings in GM
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,136,775 | 14,748 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $730,919 | 9,811 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,189,142 | 14,623 | Shares | Sole | 2026-02-04 | |
| 2025-12-31 | $40,660 | 500 | Call | Sole | 2026-02-04 | |
| 2025-09-30 | $1,061,731 | 17,414 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $822,741 | 16,719 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $980,340 | 20,845 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,147,557 | 114,310 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,091,806 | 113,555 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $921,048 | 109,101 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $791,085 | 17,444 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $566,386 | 15,768 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $451,260 | 13,687 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $581,870 | 15,090 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $597,590 | 16,292 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $565,118 | 16,799 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $407,735 | 12,706 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $379,754 | 11,957 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $686,630 | 15,698 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $726,718 | 12,395 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $1,393,336 | 26,434 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $887,076 | 14,992 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $28,730 | 500 | Call | Sole | 2021-04-12 | |
| 2021-03-31 | $627,118 | 10,914 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $326,624 | 7,844 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $214,113 | 7,236 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $159,744 | 6,314 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $85,198 | 4,100 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||