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Livermore
Livermore
ZHEN

Forza Wealth Management, LLC

SEC CIK
0001963030
Latest filing
Jul 17, 2026

GIS holding history

General Mills Inc in every 13F filed by Forza 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)
23,961
Value
$833.8K
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of GIS by Forza Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,961$833.8K0.3%+3,498+17.1%AddedHolders
Q1 202620,463$761.6K0.3%+7,230+54.6%AddedHolders
Q4 202513,233$615.3K0.2%+206+1.6%AddedHolders
Q3 202513,027$656.8K0.3%+999+8.3%AddedHolders
Q2 202512,028$623.2K0.3%+560+4.9%AddedHolders
Q1 202511,468$685.7K0.3%+100+0.9%AddedHolders
Q4 202411,368$724.9K0.3%+481+4.4%AddedHolders
Q3 202410,887$804.0K0.4%+1,030+10.4%AddedHolders
Q2 20249,857$623.6K0.3%+300+3.1%AddedHolders
Q1 20249,557$668.7K0.3%00.0%UnchangedHolders
Q4 20239,557$622.5K0.3%−505−5.0%ReducedHolders
Q3 202310,062$643.9K0.3%00.0%UnchangedHolders
Q2 202310,062$771.8K0.4%00.0%UnchangedHolders
Q1 202310,062$859.9K0.4%00.0%UnchangedHolders
Q4 202210,062$843.7K0.6%–No prior filingHolders