PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in GIS — General Mills Inc
CIK 2145782
WALTHAM, MA
Position in GIS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$46,284
-$5,079 QoQ
Shares Held
1,330
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,090
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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $136,978 across 4 Packaged Foods names. GIS ranks #2 (33.8% of the industry book) .
All Filings in GIS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,284 | 1,330 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $51,363 | 1,380 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $64,170 | 1,380 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $69,579 | 1,380 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $71,497 | 1,380 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $82,510 | 1,380 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $88,002 | 1,380 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $105,605 | 1,430 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $90,461 | 1,430 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $100,057 | 1,430 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $93,150 | 1,430 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $91,505 | 1,430 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $109,681 | 1,430 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $122,207 | 1,430 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $119,905 | 1,430 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||