Position in GM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$292,287
+$39,869 QoQ
Shares Held
3,792
-50.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,037
of 1,548 holders
Holding Since
Dec 2021
5 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, 2026Confluence Wealth Services, Inc. holds $4,498,271 across 4 Auto Manufacturers names. GM ranks #3 (6.5% of the industry book) .
All Filings in GM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,287 | 3,792 | Shares | Sole | 2026-07-22 | |
| 2023-09-30 | $252,418 | 7,656 | Shares | Sole | 2023-11-01 | |
| 2022-06-30 | $205,741 | 6,478 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $265,501 | 6,070 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $294,498 | 5,023 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||