General Motors Company
US ˙ NYSE ˙ US37045V1008

SecurityGM / General Motors Company
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership18,781 shares
Latest Disclosed Value $ 1,399,150
EP Wealth Advisors, Inc. reports 18.43% increase in ownership of GM / General Motors Company

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 18,781 shares of General Motors Company (US:GM) valued at $1,399,184 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 15,858 shares of General Motors Company. This represents a change in shares of 18.43% during the quarter. The current value of the position is $1,542,108 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F GENERAL MTRS COM 37045V100 18,781 2,923 18.43 1,399 8.53 0.0069
2026-02-18 2025-12-31 13F GENERAL MTRS COM 37045V100 15,858 6,287 65.69 1,290 174.26 0.0067
2025-08-14 2025-06-30 13F GENERAL MTRS COM 37045V100 9,571 -3,253 -25.37 471 -22.06 0.0031
2025-05-15 2025-03-31 13F GENERAL MTRS COM 37045V100 12,824 859 7.18 603 -5.34 0.0048
2025-02-14 2024-12-31 13F GENERAL MTRS COM 37045V100 11,965 -2,200 -15.53 637 0.31 0.0052
2024-11-15 2024-09-30 13F GENERAL MTRS COM 37045V100 14,165 -41,081 -74.36 635 -75.25 0.0055
2024-08-19 2024-06-30 13F GENERAL MTRS COM 37045V100 55,246 -346,906 -86.26 2,567 -85.93 0.0273
2024-05-14 2024-03-31 13F GENERAL MTRS COM 37045V100 402,152 -45,436 -10.15 18,238 13.44 0.2132
2024-02-28 2023-12-31 13F GENERAL MTRS COM 37045V100 447,588 -826,986 -64.88 16,077 -61.74 0.2051
2023-11-24 2023-09-30 13F GENERAL MTRS COM 37045V100 1,274,574 1,068,474 518.43 42,023 -13.45 0.6518
2023-08-14 2023-06-30 13F GENERAL MTRS COM 37045V100 206,100 197,602 2,325.28 48,554 16,138.46 0.6999
2023-06-05 2023-03-31 13F GENERAL MTRS COM 37045V100 8,498 -1,008,297 -99.16 300 -99.13 0.0052
2023-06-12 2022-12-31 13F GENERAL MTRS COM 37045V100 1,016,795 41,223 4.23 34,205 9.26 0.6164
2022-12-02 2022-09-30 13F GENERAL MTRS COM 37045V100 975,572 130,208 15.40 31,306 16.60 0.7100
2022-08-11 2022-06-30 13F GENERAL MTRS COM 37045V100 845,364 148,924 21.38 26,849 -11.86 0.6047
2022-05-20 2022-03-31 13F GENERAL MTRS COM 37045V100 696,440 102,116 17.18 30,462 -12.58 0.6687
2022-02-17 2021-12-31 13F GENERAL MTRS COM 37045V100 594,324 134,268 29.19 34,845 43.69 0.8236
2021-11-23 2021-09-30 13F/A-1 GENERAL MTRS COM 37045V100 460,056 54,011 13.30 24,250 0.93 0.6650
2021-11-16 2021-09-30 13F GENERAL MTRS COM 37045V100 75,839 -330,206 24,250 0.6650
2021-08-24 2021-06-30 13F GENERAL MTRS COM 37045V100 406,045 40,165 10.98 24,026 14.28 0.6661
2021-05-17 2021-03-31 13F GENERAL MTRS COM 37045V100 365,880 358,300 4,726.91 21,023 6,552.85 0.6684
2021-02-18 2020-12-31 13F GENERAL MTRS COM 37045V100 7,580 73 0.97 316 42.34 0.0111
2020-11-17 2020-09-30 13F GENERAL MTRS COM 37045V100 7,507 -2,035 -21.33 222 -7.88 0.0096
2020-08-14 2020-06-30 13F GENERAL MTRS COM 37045V100 9,542 -6,093 -38.97 241 -25.85 0.0103
2020-05-18 2020-03-31 13F GENERAL MTRS COM 37045V100 15,635 -230 -1.45 325 -44.06 0.0159
2020-02-14 2019-12-31 13F GENERAL MTRS COM 37045V100 15,865 769 5.09 581 2.65 0.0239
2019-11-18 2019-09-30 13F GENERAL MTRS COM 37045V100 15,096 1,543 11.38 566 8.43 0.0281
2019-08-27 2019-06-30 13F GENERAL MTRS COM 37045V100 13,553 13,553 522 0.0326
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.