Position in GIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$29,580
-$2,057 QoQ
Shares Held
850
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,124
of 1,331 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $40,715 across 2 Packaged Foods names. GIS ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
This page
|
850 | $29,580 | |
| 2 | CPB |
CAMPBELL'S Co
|
500 | $11,135 |
All Filings in GIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,580 | 850 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $31,637 | 850 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $39,525 | 850 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $42,857 | 850 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $60,876 | 1,175 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $70,253 | 1,175 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,937,013 | 30,375 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||