Smallwood Wealth Investment Management, LLC

Position in GIS — General Mills Inc

CIK 1921304 RED BANK, NJ

Position in GIS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$19,662

-$1,367 QoQ

Shares Held

565

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,156

of 1,335 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Smallwood Wealth Investment Management, LLC holds $24,191 across 5 Packaged Foods names. GIS ranks #1 (81.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc This page	565	$19,662
2	KHC	Kraft Heinz Co	73	$1,724
3	SJM	J M SMUCKER Co	10	$1,125
4	MICC	Magnum Ice Cream Co N.V.	60	$1,044
5	BGS	B&G Foods, Inc.	160	$636

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,662	565	0.0%	Shares	Sole	2026-07-23
2026-03-31	$21,029	565	0.0%	Shares	Sole	2026-04-22
2025-12-31	$26,272	565	0.0%	Shares	Sole	2026-01-23
2025-09-30	$28,487	565	0.0%	Shares	Sole	2025-10-17
2025-06-30	$29,272	565	0.0%	Shares	Sole	2025-10-03
2025-03-31	$33,781	565	—	Shares	Sole	2025-04-25
No filing history on record for this holder in this stock.