SUMMIT WEALTH GROUP LLC / CO

Position in GM — General Motors Co

CIK 2081278 COLORADO SPRINGS, CO

Position in GM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$259,451

+$21,722 QoQ

Shares Held

3,366

+5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,075

of 1,548 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Cyclical · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $4,365,253 across 3 Auto Manufacturers names. GM ranks #2 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	9,396	$3,951,957
2	GM	General Motors Co This page	3,366	$259,451
3	F	Ford Motor Co	11,068	$153,845

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,451	3,366	+5.5%	Shares	Sole	2026-07-28
2026-03-31	$237,729	3,191	—	Shares	Sole	2026-04-23
No filing history on record for this holder in this stock.