Position in GM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$534,164
+$40,145 QoQ
Shares Held
7,170
+18.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Mar 31, 2026Ascentis Independent Advisors holds $11,473,529 across 12 Auto Manufacturers names. GM ranks #2 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
28,413 | $10,562,529 | |
| 2 | GM |
General Motors Co
This page
|
7,170 | $534,164 | |
| 3 | RIVN |
Rivian Automotive, Inc. / DE
|
17,569 | $264,412 | |
| 4 | F |
Ford Motor Co
|
6,637 | $76,589 | |
| 5 | STLA |
Stellantis N.V.
|
2,155 | $15,278 | |
| 6 | XPEV |
Xpeng Inc.
|
350 | $5,988 | |
| 7 | TM |
Toyota Motor Corp/
|
25 | $5,152 | |
| 8 | LCID |
Lucid Group, Inc.
|
437 | $4,163 |
All Filings in GM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $534,164 | 7,170 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $494,019 | 6,075 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $390,147 | 6,399 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $286,795 | 5,828 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $308,610 | 6,562 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $312,268 | 5,862 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $154,082 | 3,437 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $461,947 | 12,594 | Shares | Sole | 2023-06-01 | |
| 2021-12-31 | $551,415 | 9,405 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $414,900 | 7,012 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $266,384 | 4,636 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||