Position in GIS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$833,842
+$72,210 QoQ
Shares Held
23,961
+17.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#517
of 1,331 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GIS Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Forza Wealth Management, LLC holds $833,842 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
|
23,961 | $833,842 |
All Filings in GIS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $833,842 | 23,961 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $761,632 | 20,463 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $615,334 | 13,233 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $656,821 | 13,027 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $623,170 | 12,028 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $685,671 | 11,468 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $724,937 | 11,368 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $804,004 | 10,887 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $623,553 | 9,857 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $668,703 | 9,557 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $622,542 | 9,557 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $643,867 | 10,062 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $771,755 | 10,062 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $859,898 | 10,062 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $843,698 | 10,062 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||