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Livermore
Livermore
ZHEN

Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

GIS holding history

General Mills Inc in every 13F filed by Primoris Wealth Advisors, 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)
12,441
Value
$432.9K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of GIS by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,441$432.9K0.2%00.0%UnchangedHolders
Q1 202612,441$463.1K0.3%00.0%UnchangedHolders
Q4 202512,441$578.5K0.3%−130−1.0%ReducedHolders
Q3 202512,571$633.8K0.4%−260−2.0%ReducedHolders
Q2 202512,831$664.8K0.5%00.0%UnchangedHolders
Q1 202512,831$767.2K0.6%−200−1.5%ReducedHolders
Q4 202413,031$831.0K0.6%−7−0.1%ReducedHolders
Q3 202413,038$962.9K0.7%00.0%UnchangedHolders
Q2 202413,038$824.8K0.7%00.0%UnchangedHolders
Q1 202413,038$912.3K0.7%00.0%UnchangedHolders
Q4 202313,038$849.3K0.8%00.0%UnchangedHolders
Q3 202313,038$834.3K1.0%+7+0.1%AddedHolders
Q2 202313,031$999.5K1.1%00.0%UnchangedHolders
Q1 202313,031$1.11M1.4%−65−0.5%ReducedHolders
Q4 202213,096$1.10M1.7%00.0%UnchangedHolders
Q3 202213,096$1.00M1.8%−40−0.3%ReducedHolders
Q2 202213,136$990.0K1.5%+40+0.3%AddedHolders
Q1 202213,096$887.0K0.8%00.0%UnchangedHolders
Q4 202113,096$881.0K0.7%–No prior filingHolders