Position in GM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$590,972
+$19,781 QoQ
Shares Held
7,667
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#804
of 1,548 holders
Holding Since
Dec 2022
15 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, 2026Cassaday & Co Wealth Management LLC holds $3,510,221 across 12 Auto Manufacturers names. GM ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
6,406 | $2,694,363 | |
| 2 | GM |
General Motors Co
This page
|
7,667 | $590,972 | |
| 3 | RACE |
Ferrari N.V.
|
276 | $102,752 | |
| 4 | F |
Ford Motor Co
|
5,603 | $77,881 | |
| 5 | TM |
Toyota Motor Corp/
|
192 | $32,336 | |
| 6 | STLA |
Stellantis N.V.
|
1,025 | $5,883 | |
| 7 | LCID |
Lucid Group, Inc.
|
371 | $2,481 | |
| 8 | XPEV |
Xpeng Inc.
|
100 | $1,324 |
All Filings in GM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,972 | 7,667 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $571,191 | 7,667 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $786,120 | 9,667 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $732,981 | 12,022 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $593,915 | 12,069 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $560,456 | 11,917 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $733,740 | 13,774 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $643,364 | 14,348 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $664,563 | 14,304 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $924,278 | 20,381 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $731,582 | 20,367 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $671,302 | 20,361 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $780,377 | 20,238 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $748,675 | 20,411 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $687,265 | 20,430 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||