Position in GM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$13,782
+$4,087 QoQ
Shares Held
185
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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 Mar 31, 2026CAPITAL & PLANNING, LLC holds $561,822 across 4 Auto Manufacturers names. GM ranks #3 (2.5% of the industry book) .
All Filings in GM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,782 | 185 | Shares | Sole | 2026-05-18 | |
| 2024-12-31 | $9,695 | 182 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||