Position in GM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$372,527
+$21,558 QoQ
Shares Held
4,833
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#957
of 1,548 holders
Holding Since
Mar 2022
16 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, 2026WealthPlan Investment Management, LLC holds $8,467,064 across 3 Auto Manufacturers names. GM ranks #3 (4.4% of the industry book) .
All Filings in GM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,527 | 4,833 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $350,969 | 4,711 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $340,405 | 4,186 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $279,669 | 4,587 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $223,413 | 4,540 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $212,857 | 4,526 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $287,498 | 5,397 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $263,345 | 5,873 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $283,406 | 6,100 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $275,954 | 6,085 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $217,890 | 6,066 | Shares | Sole | 2024-01-05 | |
| 2023-06-30 | $124,278 | 3,223 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $164,473 | 4,484 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $326,375 | 9,702 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $271,064 | 8,447 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $375,989 | 8,596 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||