Total Wealth Planning & Management, Inc.
Position in GIS — General Mills Inc
CIK 2058383
Ponte Vedra Beach, FL
Position in GIS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$282,872
-$51,928 QoQ
Shares Held
7,600
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GIS Over Time
Shares Held
Position Value (USD)
Derivatives in GIS
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$282,872
PutShares
7,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $800,299 across 1 Packaged Foods name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INGR |
Ingredion Inc
|
8,450 | $800,299 |
All Filings in GIS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $282,872 | 7,600 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $282,872 | 7,600 | Put | Sole | 2026-05-05 | |
| 2025-12-31 | $334,800 | 7,200 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $334,800 | 7,200 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||