55 North Private Wealth, LLC GM GENERAL MTRS CO

Ownership history in 55 North Private Wealth, LLC  ·  3 quarters on record

AI Ownership Summary

55 North Private Wealth, LLC reported GENERAL MTRS CO (GM) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.06% in 2025 Q4. The latest visible filing shows GM at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 55 North Private Wealth, LLC's position in GENERAL MTRS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GM was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 55 North Private Wealth, LLC held GM — position size vs. price
% of Fund (quarterly)    GM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 2,900 +201 +7.4% 0.04% $224K 2026-07-07 $76.03
2026 Q1 ADDED 2,699 +39 +1.5% 0.05% $201K 2026-04-17 $81.32
2025 Q4 INITIATED 2,660 0.06% $216K 2026-01-27 $86.18

FAQ About 55 North Private Wealth, LLC and GM

These are the practical questions this page is built to answer before you even open the full history table.

How long has 55 North Private Wealth, LLC reported owning GM?

55 North Private Wealth, LLC reported GM across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported GM position in 55 North Private Wealth, LLC's portfolio?

The largest reported portfolio weight for GM was 0.06% in 2025 Q4.

What is the latest reported GM position on this page?

The most recent filing on this page is 2026 Q2, when 55 North Private Wealth, LLC reported 2,900 shares, equal to 0.04% of portfolio, with an estimated market value of $224K.

What does the chart on this GM ownership page compare?

The chart compares 55 North Private Wealth, LLC's quarterly GM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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