Position in GM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$520,598
+$82,613 QoQ
Shares Held
6,754
+14.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#833
of 1,548 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026QTR Family Wealth, LLC holds $8,269,920 across 3 Auto Manufacturers names. GM ranks #2 (6.3% of the industry book) .
All Filings in GM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,598 | 6,754 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $437,985 | 5,879 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $467,996 | 5,755 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $385,391 | 6,321 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||