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Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

GIS holding history

General Mills Inc in every 13F filed by Modera Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GIS overviewAll 13F holders of GISFull Q2 2026 holdings

Shares (Q2 2026)
9,584
Value
$333.5K
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of GIS by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,584$333.5K<0.1%−954−9.1%ReducedHolders
Q1 202610,538$392.2K<0.1%−4,051−27.8%ReducedHolders
Q4 202514,589$678.4K<0.1%+17+0.1%AddedHolders
Q3 202514,572$734.7K<0.1%−124−0.8%ReducedHolders
Q2 202514,696$761.4K<0.1%+130+0.9%AddedHolders
Q1 202514,566$870.9K<0.1%−1,516−9.4%ReducedHolders
Q4 202416,082$1.03M<0.1%−470−2.8%ReducedHolders
Q3 202416,552$1.22M<0.1%−798−4.6%ReducedHolders
Q2 202417,350$1.10M<0.1%+53+0.3%AddedHolders
Q1 202417,297$1.21M<0.1%−470−2.6%ReducedHolders
Q4 202317,767$1.16M<0.1%+185+1.1%AddedHolders
Q3 202317,582$1.13M<0.1%−170−1.0%ReducedHolders
Q2 202317,752$1.36M<0.1%+15,154+583.3%AddedHolders
Q1 20232,598$222.0K<0.1%+6+0.2%AddedHolders
Q4 20222,592$217.3K<0.1%+2,592NewHolders
Q3 20220$00.0%−2,867−100.0%Sold outHolders
Q2 20222,867$216.0K<0.1%−336−10.5%ReducedHolders
Q1 20223,203$217.0K<0.1%−3,702−53.6%ReducedHolders
Q4 20216,905$465.0K<0.1%+6,905NewHolders