Synergy Investment Management, LLC

Position in GM — General Motors Co

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in GM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$29,598

+$14,102 QoQ

Shares Held

384

+84.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,333

of 1,543 holders

Holding Since

Dec 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Synergy Investment Management, LLC holds $805,493 across 7 Auto Manufacturers names. GM ranks #2 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	1,796	$755,396
2	GM	General Motors Co This page	384	$29,598
3	RACE	Ferrari N.V.	22	$8,189
4	TM	Toyota Motor Corp/	37	$6,231
5	F	Ford Motor Co	262	$3,640
6	RIVN	Rivian Automotive, Inc. / DE	100	$1,735
7	HMC	Honda Motor Co Ltd	26	$704

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,598	384	+84.6%	Shares	Sole	2026-08-14
2026-03-31	$15,496	208	+105.9%	Shares	Sole	2026-05-15
2024-12-31	$5,380	101	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.