Position in GM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$29,444
+$7,988 QoQ
Shares Held
382
+32.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,338
of 1,548 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $150,964 across 5 Auto Manufacturers names. GM ranks #2 (19.5% of the industry book) .
All Filings in GM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,444 | 382 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $21,456 | 288 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $31,714 | 390 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $18,900 | 310 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $14,123 | 287 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $14,391 | 306 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $22,533 | 423 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $18,025 | 402 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $20,767 | 447 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $16,416 | 362 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,028 | 140 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||