ELEVATION POINT WEALTH PARTNERS, LLC

Position in GIS — General Mills Inc

CIK 1744349 DENVER, CO

Position in GIS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$261,870

-$15,791 QoQ

Shares Held

7,525

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#871

of 1,331 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $1,773,787 across 5 Packaged Foods names. GIS ranks #4 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SFD	Smithfield Foods Inc	19,526	$473,700
2	SJM	J M SMUCKER Co	4,151	$466,987
3	MKC	Mccormick & Co Inc	8,583	$432,754
4	GIS	General Mills Inc This page	7,525	$261,870
5	CAG	Conagra Brands Inc.	10,288	$138,476

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,870	7,525	+0.9%	Shares	Sole	2026-08-12
2026-03-31	$277,661	7,460	+39.5%	Shares	Sole	2026-04-27
2025-12-31	$248,589	5,346	-0.8%	Shares	Sole	2026-02-12
2025-06-30	$279,204	5,389	-0.2%	Shares	Sole	2026-02-03
2025-03-31	$322,985	5,402	-9.8%	Shares	Sole	2026-02-03
2024-12-31	$381,918	5,989	-17.5%	Shares	Sole	2026-02-03
2024-06-30	$459,141	7,258	+11.5%	Shares	Sole	2026-02-03
2024-03-31	$455,644	6,512	-92.1%	Shares	Sole	2026-02-03
2020-09-30	$5,114,382	82,918	-4.1%	Shares	Sole	2020-11-16
2020-06-30	$5,332,663	86,499	-39.2%	Shares	Sole	2020-07-09
2020-03-31	$7,508,590	142,289	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.