Position in GM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$105,060
-$7,405 QoQ
Shares Held
1,363
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,232
of 1,548 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Concord Wealth Partners holds $4,189,614 across 5 Auto Manufacturers names. GM ranks #2 (2.5% of the industry book) .
All Filings in GM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,060 | 1,363 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $112,465 | 1,383 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $116,452 | 1,910 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $116,037 | 2,358 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $115,270 | 2,451 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $212,334 | 3,986 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $211,061 | 4,707 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $183,935 | 3,959 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $233,733 | 5,154 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $160,275 | 4,462 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $189,874 | 5,759 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $231,552 | 6,005 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $202,510 | 5,521 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $194,842 | 5,792 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $184,843 | 5,820 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $287,765 | 6,579 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $438,024 | 7,471 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $168,935 | 3,205 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $282,536 | 4,775 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $249,089 | 4,335 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $202,453 | 4,862 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||