Position in GIS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$257,972
New position
Shares Held
7,413
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#875
of 1,335 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 1%
Shared 0%
None 99%
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $257,972 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
|
7,413 | $257,972 |
All Filings in GIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,972 | 7,413 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||