Position in GIS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$236,013
-$177,277 QoQ
Shares Held
6,782
-38.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#911
of 1,331 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in GIS Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026GeoWealth Management, LLC holds $550,640 across 2 Packaged Foods names. GIS ranks #2 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAG |
Conagra Brands Inc.
|
23,375 | $314,627 | |
| 2 | GIS |
General Mills Inc
This page
|
6,782 | $236,013 |
All Filings in GIS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,013 | 6,782 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $413,290 | 11,104 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $532,657 | 11,455 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $502,989 | 9,976 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $430,023 | 8,300 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $267,380 | 4,472 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $510,542 | 8,006 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $511,484 | 6,926 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $492,984 | 7,793 | Shares | Other | 2024-08-12 | |
| 2023-12-31 | $382,503 | 5,890 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $16,636 | 260 | Shares | Other | 2023-11-13 | |
| 2023-03-31 | $65,034 | 761 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||