CreativeOne Wealth, LLC

Position in GIS — General Mills Inc

CIK 1739728 OVERLAND PARK, KS

Position in GIS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,055,752

+$380,640 QoQ

Shares Held

87,809

+22.2% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#281

of 1,331 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $8,735,045 across 5 Packaged Foods names. GIS ranks #1 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc This page	87,809	$3,055,752
2	CAG	Conagra Brands Inc.	118,865	$1,599,922
3	HRL	Hormel Foods Corp /De/	60,328	$1,497,340
4	KHC	Kraft Heinz Co	59,505	$1,405,507
5	SJM	J M SMUCKER Co	10,458	$1,176,524

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,055,752	87,809	+22.2%	Shares	Other	2026-08-13
2026-03-31	$2,675,112	71,873	+29.1%	Shares	Other	2026-05-15
2025-12-31	$2,589,538	55,689	+15.5%	Shares	Other	2026-02-13
2025-09-30	$2,430,293	48,201	+7.9%	Shares	Other	2025-11-13
2025-06-30	$2,313,471	44,653	+9.0%	Shares	Other	2025-08-12
2025-03-31	$2,449,356	40,966	+100.1%	Shares	Other	2025-05-14
2024-12-31	$1,305,626	20,474	+53.2%	Shares	Other	2025-02-13
2024-09-30	$986,782	13,362	+80.4%	Shares	Other	2024-11-13
2024-06-30	$468,566	7,407	-30.1%	Shares	Sole	2024-08-14
2024-03-31	$741,961	10,604	+71.3%	Shares	Sole	2024-05-14
2023-12-31	$403,280	6,191	-36.0%	Shares	Sole	2024-02-09
2023-09-30	$619,167	9,676	+40.7%	Shares	Sole	2023-10-17
2023-06-30	$527,465	6,877	+3.6%	Shares	Sole	2023-08-14
2023-03-31	$567,368	6,639	+46.0%	Shares	Sole	2023-05-15
2022-12-31	$381,349	4,548	-45.4%	Shares	Sole	2023-02-15
2022-09-30	$637,625	8,323	+178.3%	Shares	Sole	2022-11-15
2022-03-31	$202,550	2,991	-7.3%	Shares	Sole	2022-05-13
2021-12-31	$217,502	3,228	-23.0%	Shares	Sole	2022-02-15
2021-09-30	$250,645	4,190	+3.2%	Shares	Sole	2021-11-16
2021-06-30	$247,314	4,059	+4.6%	Shares	Sole	2021-08-13
2021-03-31	$237,982	3,881	-3.3%	Shares	Other	2021-05-17
2020-12-31	$236,023	4,014	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.