Confluence Wealth Services, Inc.

Position in GIS — General Mills Inc

CIK 1910411 MCMURRAY, PA

Position in GIS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$410,848

+$104,416 QoQ

Shares Held

11,806

+43.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#720

of 1,335 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $410,848 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	11,806	$410,848

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$410,848	11,806	+43.4%	Shares	Sole	2026-07-22
2026-03-31	$306,432	8,233	+8.5%	Shares	Sole	2026-05-07
2025-12-31	$352,795	7,587	-9.4%	Shares	Sole	2026-01-28
2025-09-30	$422,217	8,374	-7.5%	Shares	Sole	2025-10-28
2025-06-30	$468,984	9,052	+0.0%	Shares	Sole	2025-07-22
2025-03-31	$540,979	9,048	-0.0%	Shares	Sole	2025-04-24
2024-12-31	$577,246	9,052	-7.3%	Shares	Sole	2025-01-27
2024-09-30	$720,923	9,762	-0.4%	Shares	Sole	2024-10-29
2024-06-30	$619,758	9,797	+10.7%	Shares	Sole	2024-07-31
2024-03-31	$619,024	8,847	-3.9%	Shares	Sole	2024-04-22
2023-12-31	$599,613	9,205	+0.1%	Shares	Sole	2024-01-25
2023-09-30	$588,388	9,195	+2.4%	Shares	Sole	2023-11-01
2023-06-30	$688,842	8,981	-7.2%	Shares	Sole	2023-08-01
2023-03-31	$826,825	9,675	+12.4%	Shares	Sole	2023-05-12
2022-12-31	$722,032	8,611	+0.0%	Shares	Sole	2023-02-10
2022-09-30	$659,612	8,610	-42.7%	Shares	Sole	2022-11-08
2022-06-30	$1,133,787	15,027	+7.9%	Shares	Sole	2022-08-15
2022-03-31	$943,068	13,926	+0.4%	Shares	Sole	2022-04-26
2021-12-31	$934,695	13,872	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.