Position in GM
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$314,241
+$1,403 QoQ
Shares Held
4,218
+9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Mar 31, 2026True Wealth Design, LLC holds $627,017 across 13 Auto Manufacturers names. GM ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GM |
General Motors Co
This page
|
4,218 | $314,241 | |
| 2 | TSLA |
Tesla, Inc.
|
581 | $215,986 | |
| 3 | TM |
Toyota Motor Corp/
|
203 | $41,836 | |
| 4 | F |
Ford Motor Co
|
1,327 | $15,313 | |
| 5 | RACE |
Ferrari N.V.
|
43 | $14,553 | |
| 6 | STLA |
Stellantis N.V.
|
1,223 | $8,671 | |
| 7 | LI |
Li Auto Inc.
|
318 | $5,669 | |
| 8 | HMC |
Honda Motor Co Ltd
|
231 | $5,615 |
All Filings in GM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $314,241 | 4,218 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $312,838 | 3,847 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $234,490 | 3,846 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $90,595 | 1,841 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $118,703 | 2,524 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $60,354 | 1,133 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $37,575 | 838 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,834 | 61 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,086 | 46 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $969 | 27 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $890 | 27 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,041 | 27 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $990 | 27 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $908 | 27 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||