XML Financial, LLC

Position in GM — General Motors Co

CIK 1800465 BETHESDA, MD

Position in GM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$789,376

-$121,088 QoQ

Shares Held

10,241

-16.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#717

of 1,548 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

XML Financial, LLC holds $3,309,190 across 2 Auto Manufacturers names. GM ranks #2 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TSLA	Tesla, Inc.	5,991	$2,519,814
2	GM	General Motors Co This page	10,241	$789,376

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$789,376	10,241	-16.2%	Shares	Sole	2026-07-24
2026-03-31	$910,464	12,221	-6.9%	Shares	Sole	2026-04-16
2025-12-31	$1,067,731	13,130	-15.7%	Shares	Sole	2026-02-11
2025-09-30	$949,119	15,567	-5.8%	Shares	Sole	2025-10-20
2025-06-30	$812,801	16,517	-5.2%	Shares	Sole	2025-07-17
2025-03-31	$819,826	17,432	-22.8%	Shares	Sole	2025-04-22
2024-12-31	$1,202,836	22,580	-10.3%	Shares	Sole	2025-01-17
2024-09-30	$1,128,443	25,166	-6.9%	Shares	Sole	2024-11-01
2024-06-30	$1,255,953	27,033	-7.4%	Shares	Sole	2024-07-22
2024-03-31	$1,324,446	29,205	+1.9%	Shares	Sole	2024-05-15
2023-12-31	$1,029,000	28,647	-7.2%	Shares	Sole	2024-02-14
2023-09-30	$1,018,212	30,883	-5.1%	Shares	Sole	2023-11-06
2023-06-30	$1,254,356	32,530	-35.5%	Shares	Sole	2023-08-07
2023-03-31	$1,850,395	50,447	+5.3%	Shares	Sole	2023-05-15
2022-12-31	$1,612,197	47,925	-1.0%	Shares	Sole	2023-02-10
2022-09-30	$1,553,508	48,411	+210.6%	Shares	Sole	2022-11-04
2022-03-31	$681,819	15,588	+270.0%	Shares	Sole	2022-05-02
2021-12-31	$247,008	4,213	—	Shares	Sole	2022-02-01
No filing history on record for this holder in this stock.