Cordatus Wealth Management LLC GM GENERAL MTRS CO

Ownership history in Cordatus Wealth Management LLC  ·  7 quarters on record

AI Ownership Summary

Cordatus Wealth Management LLC reported GENERAL MTRS CO (GM) in 7 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.09% in 2024 Q3. The latest visible filing shows GM at 0.08% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cordatus Wealth Management 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
2025 Q3

GM was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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 Cordatus Wealth Management 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 5,335 +103 +2.0% 0.08% $325K 2025-10-22 $66.87
2025 Q2 REDUCED 5,232 -100 -1.9% 0.06% $257K 2025-08-11 $53.52
2025 Q1 UNCHANGED 5,332 0% 0.07% $251K 2025-05-08 $46.77
2024 Q4 UNCHANGED 5,332 0% 0.07% $284K 2025-02-03 $47.19
2024 Q3 REDUCED 70.1% +19.9% 5,332 -12,477 -70.1% 0.09% $239K 2024-10-28 $51.84
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cordatus Wealth Management 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 Cordatus Wealth Management LLC reported owning GM?

Cordatus Wealth Management LLC reported GM across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported GM position in Cordatus Wealth Management LLC's portfolio?

The largest reported portfolio weight for GM was 0.09% in 2024 Q3.

What is the latest reported GM position on this page?

The most recent filing on this page is 2025 Q3, when Cordatus Wealth Management LLC reported 5,335 shares, equal to 0.08% of portfolio, with an estimated market value of $325K.

What does the chart on this GM ownership page compare?

The chart compares Cordatus Wealth Management 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.

How well did Cordatus Wealth Management LLC time their GM position?

Based on 13F filing dates vs. subsequent GM price moves, Cordatus Wealth Management LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on GM relative to SPY over the holding period was -4.3%.

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