GM Advisory Group, LLC LCID LUCID GROUP INC

Ownership history in GM Advisory Group, LLC  ·  19 quarters on record

AI Ownership Summary

GM Advisory Group, LLC reported LUCID GROUP INC (LCID) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2023 Q4. The latest visible filing shows LCID at 0.01% 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 LCID ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GM Advisory Group, LLC's position in LUCID GROUP INC, 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 Q1

LCID was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 GM Advisory Group, LLC held LCID — position size vs. price
% of Fund (quarterly)    LCID price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 15,666 0% 0.01% $149K 2026-04-28 $5.87
2025 Q4 REDUCED 15,666 -2 -0.0% 0.01% $166K 2026-02-13 $10.28
2025 Q3 REDUCED 90.0% -53.3% 15,668 -140,781 -90.0% 0.02% $373K 2025-11-19 $12.47
2025 Q2 UNCHANGED 156,449 0% 0.02% $330K 2025-08-13 $23.40
2025 Q1 ADDED 156,449 +52,860 +51.0% 0.02% $379K 2025-05-14 $27.60
2024 Q4 REDUCED 33.8% -19.9% 103,589 -52,960 -33.8% 0.02% $313K 2025-02-11 $26.90
2024 Q3 REDUCED 8.7% -10.8% 156,549 -15,000 -8.7% 0.03% $553K 2024-11-12 $21.40
2024 Q2 UNCHANGED 171,549 0% 0.03% $448K 2024-08-12 $29.00
2024 Q1 UNCHANGED 171,549 0% 0.03% $489K 2024-05-09 $27.00
2023 Q4 ADDED 171,549 +53,640 +45.5% 0.05% $722K 2024-02-12 $35.90
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GM Advisory Group, LLC and LCID

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

How long has GM Advisory Group, LLC reported owning LCID?

GM Advisory Group, LLC reported LCID across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LCID position in GM Advisory Group, LLC's portfolio?

The largest reported portfolio weight for LCID was 0.05% in 2023 Q4.

What is the latest reported LCID position on this page?

The most recent filing on this page is 2026 Q1, when GM Advisory Group, LLC reported 15,666 shares, equal to 0.01% of portfolio, with an estimated market value of $149K.

What does the chart on this LCID ownership page compare?

The chart compares GM Advisory Group, LLC's quarterly LCID 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 GM Advisory Group, LLC time their LCID position?

Based on 13F filing dates vs. subsequent LCID price moves, GM Advisory Group, LLC correctly timed 2 out of 12 reported position changes (17%). The annualised alpha on LCID relative to SPY over the holding period was -65.9%.

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