Position in GM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$577,714
-$234,261 QoQ
Shares Held
7,495
-31.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#810
of 1,548 holders
Holding Since
Sep 2024
8 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, 2026Plan Group Financial, LLC holds $1,659,920 across 3 Auto Manufacturers names. GM ranks #2 (34.8% of the industry book) .
All Filings in GM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,714 | 7,495 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $811,975 | 10,899 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $993,811 | 12,221 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $979,483 | 16,065 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $769,792 | 15,643 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $587,498 | 12,492 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $436,760 | 8,199 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $353,070 | 7,874 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||