Skip to main content

Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

GIS holding history

General Mills Inc in every 13F filed by Wealth Effects 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2021
Holdings of GIS by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−27,013−100.0%Sold outHolders
Q4 202427,013$1.72M0.6%−1,082−3.9%ReducedHolders
Q3 202428,095$2.07M0.7%−451−1.6%ReducedHolders
Q2 202428,546$1.81M0.7%−470−1.6%ReducedHolders
Q1 202429,016$2.03M0.7%+817+2.9%AddedHolders
Q4 202328,199$1.84M0.7%+5,030+21.7%AddedHolders
Q3 202323,169$1.48M0.7%+5,920+34.3%AddedHolders
Q2 202317,249$1.32M0.6%−693−3.9%ReducedHolders
Q1 202317,942$1.53M0.8%−91−0.5%ReducedHolders
Q4 202218,033$1.51M0.9%−266−1.5%ReducedHolders
Q3 202218,299$1.40M0.9%−253−1.4%ReducedHolders
Q2 202218,552$1.40M0.8%−102−0.5%ReducedHolders
Q1 202218,654$1.26M0.6%+210+1.1%AddedHolders
Q4 202118,444$1.24M0.5%–No prior filingHolders