AXXCESS WEALTH MANAGEMENT, LLC

Position in GIS — General Mills Inc

CIK 1911056 CARLSBAD, CA

Position in GIS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$498,684

-$171,799 QoQ

Shares Held

14,330

-0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#650

of 1,331 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $737,258 across 2 Packaged Foods names. GIS ranks #1 (67.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GIS	General Mills Inc This page	14,330	$498,684
2	INGR	Ingredion Inc	2,519	$238,574

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$498,684	14,330	-0.6%	Shares	Sole	2026-07-28
2025-12-31	$670,483	14,419	-0.4%	Shares	Sole	2026-02-19
2025-09-30	$729,930	14,477	-21.2%	Shares	Sole	2025-11-07
2025-06-30	$951,801	18,371	+63.1%	Shares	Sole	2025-07-28
2025-03-31	$673,354	11,262	-39.4%	Shares	Sole	2025-04-30
2024-12-31	$1,184,527	18,575	-14.3%	Shares	Sole	2025-02-10
2024-09-30	$1,599,812	21,663	-42.2%	Shares	Sole	2024-11-04
2024-06-30	$2,371,301	37,485	+22.5%	Shares	Sole	2024-08-09
2024-03-31	$2,141,431	30,605	-11.9%	Shares	Sole	2024-05-14
2023-12-31	$2,261,856	34,723	-10.9%	Shares	Sole	2024-02-06
2023-09-30	$2,494,458	38,982	+44.4%	Shares	Sole	2023-11-14
2023-06-30	$2,070,900	27,000	+8.7%	Shares	Sole	2023-08-08
2023-03-31	$2,123,424	24,847	+47.9%	Shares	Sole	2023-05-03
2022-12-31	$1,408,428	16,797	-12.1%	Shares	Sole	2023-02-16
2022-09-30	$1,464,476	19,116	-4.1%	Shares	Sole	2022-11-14
2022-06-30	$1,504,095	19,935	-2.5%	Shares	Sole	2022-08-11
2022-03-31	$1,384,670	20,447	+7.5%	Shares	Sole	2022-08-11
2021-12-31	$1,281,500	19,019	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.