Position in GM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,503,059
+$66,402 QoQ
Shares Held
19,500
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#566
of 1,548 holders
Holding Since
Mar 2024
10 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, 2026Compound Planning, Inc. holds $23,497,454 across 9 Auto Manufacturers names. GM ranks #2 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
42,245 | $17,768,247 | |
| 2 | GM |
General Motors Co
This page
|
19,500 | $1,503,059 | |
| 3 | TM |
Toyota Motor Corp/
|
8,406 | $1,415,738 | |
| 4 | F |
Ford Motor Co
|
63,030 | $876,116 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
29,025 | $503,583 | |
| 6 | HMC |
Honda Motor Co Ltd
|
16,857 | $456,992 | |
| 7 | RACE |
Ferrari N.V.
|
1,141 | $424,782 | |
| 8 | NIO |
NIO Inc.
|
59,312 | $300,118 |
All Filings in GM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,503,059 | 19,500 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,436,657 | 19,284 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,459,368 | 17,946 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $945,583 | 15,509 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $648,095 | 13,170 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $642,100 | 13,653 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,554,494 | 66,726 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $423,110 | 9,436 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $397,140 | 8,548 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $243,937 | 5,379 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||