Skip to main content
Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

GIS holding history

General Mills Inc in every 13F filed by Marks Group Wealth Management, Inc, 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)
20,849
Value
$725.5K
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of GIS by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,849$725.5K0.1%+6,440+44.7%AddedHolders
Q1 202614,409$536.3K0.1%+837+6.2%AddedHolders
Q4 202513,572$631.1K0.1%+1,591+13.3%AddedHolders
Q3 202511,981$604.1K0.1%+485+4.2%AddedHolders
Q2 202511,496$595.6K0.1%+11,496NewHolders
Q4 20240$00.0%−2,940−100.0%Sold outHolders
Q3 20242,940$217.1K<0.1%+2,940NewHolders
Q2 20240$00.0%−3,119−100.0%Sold outHolders
Q1 20243,119$218.2K<0.1%00.0%UnchangedHolders
Q4 20233,119$203.2K<0.1%+3,119NewHolders
Q3 20230$00.0%−3,106−100.0%Sold outHolders
Q2 20233,106$238.2K<0.1%−42−1.3%ReducedHolders
Q1 20233,148$269.0K<0.1%−22,760−87.8%ReducedHolders
Q4 202225,908$2.17M0.3%+461+1.8%AddedHolders
Q3 202225,447$1.95M0.3%+2,019+8.6%AddedHolders
Q2 202223,428$1.77M0.3%+3,524+17.7%AddedHolders
Q1 202219,904$1.35M0.2%+4,189+26.7%AddedHolders
Q4 202115,715$1.06M0.1%+5,721+57.2%AddedHolders
Q3 20219,994$597.0K0.1%+1,016+11.3%AddedHolders
Q2 20218,978$546.0K0.1%+422+4.9%AddedHolders
Q1 20218,556$522.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.