True Wealth Design, LLC

Position in GIS — General Mills Inc

CIK 1966033 AKRON, OH

Position in GIS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$102,172

+$29,854 QoQ

Shares Held

2,936

+51.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#267

of 393 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

True Wealth Design, LLC holds $612,675 across 32 Packaged Foods names. GIS ranks #2 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKC	Mccormick & Co Inc	2,250	$113,445
2	GIS	General Mills Inc This page	2,936	$102,172
3	SJM	J M SMUCKER Co	568	$63,900
4	CAG	Conagra Brands Inc.	4,719	$63,517
5	LW	Lamb Weston Holdings, Inc.	1,144	$49,397
6	DAR	Darling Ingredients Inc.	899	$49,103
7	KHC	Kraft Heinz Co	1,815	$42,870
8	CPB	CAMPBELL'S Co	1,452	$32,336

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$102,172	2,936	+51.1%	Shares	Sole	2026-07-16
2026-03-31	$72,318	1,943	+59.0%	Shares	Sole	2026-04-13
2025-12-31	$56,823	1,222	+344.4%	Shares	Sole	2026-01-08
2025-09-30	$13,865	275	+409.3%	Shares	Sole	2025-10-21
2025-06-30	$2,797	54	-28.9%	Shares	Sole	2025-08-06
2025-03-31	$4,544	76	+85.4%	Shares	Sole	2025-05-13
2024-12-31	$2,614	41	+57.7%	Shares	Sole	2025-02-14
2024-09-30	$1,920	26	+8.3%	Shares	Sole	2024-11-14
2024-06-30	$1,518	24	+20.0%	Shares	Sole	2024-08-14
2024-03-31	$1,399	20	-74.7%	Shares	Sole	2024-05-14
2023-12-31	$5,146	79	+507.7%	Shares	Sole	2024-02-14
2023-09-30	$831	13	0.0%	Shares	Sole	2023-11-13
2023-06-30	$997	13	-13.3%	Shares	Sole	2023-08-14
2023-03-31	$1,281	15	0.0%	Shares	Sole	2023-05-12
2022-12-31	$1,257	15	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.