Modera Wealth Management, LLC

Position in GIS — General Mills Inc

CIK 1542143 WESTWOOD, NJ

Position in GIS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$333,523

-$58,701 QoQ

Shares Held

9,584

-9.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#782

of 1,335 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Modera Wealth Management, LLC holds $333,523 across 1 Packaged Foods name. GIS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GIS	General Mills Inc This page	9,584	$333,523

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333,523	9,584	-9.1%	Shares	Sole	2026-08-03
2026-03-31	$392,224	10,538	-27.8%	Shares	Sole	2026-05-06
2025-12-31	$678,388	14,589	+0.1%	Shares	Sole	2026-01-21
2025-09-30	$734,720	14,572	-0.8%	Shares	Sole	2025-10-31
2025-06-30	$761,399	14,696	+0.9%	Shares	Sole	2025-08-06
2025-03-31	$870,901	14,566	-9.4%	Shares	Sole	2025-05-08
2024-12-31	$1,025,549	16,082	-2.8%	Shares	Sole	2025-02-06
2024-09-30	$1,222,365	16,552	-4.6%	Shares	Sole	2024-10-24
2024-06-30	$1,097,561	17,350	+0.3%	Shares	Sole	2024-07-29
2024-03-31	$1,210,271	17,297	-2.6%	Shares	Sole	2024-05-14
2023-12-31	$1,157,342	17,767	+1.1%	Shares	Sole	2024-02-14
2023-09-30	$1,125,072	17,582	-1.0%	Shares	Sole	2023-11-30
2023-06-30	$1,361,578	17,752	+583.3%	Shares	Sole	2023-08-07
2023-03-31	$222,025	2,598	+0.2%	Shares	Sole	2023-05-05
2022-12-31	$217,339	2,592	-9.6%	Shares	Sole	2023-02-07
2022-06-30	$216,315	2,867	-10.5%	Shares	Sole	2022-07-27
2022-03-31	$216,907	3,203	-53.6%	Shares	Sole	2022-05-03
2021-12-31	$465,258	6,905	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.