Arkfeld Wealth Strategies, L.L.C. GIS — GENERAL MLS INC

Ownership history in Arkfeld Wealth Strategies, L.L.C.  ·  12 quarters on record

AI Ownership Summary

Arkfeld Wealth Strategies, L.L.C. reported GENERAL MLS INC (GIS) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.43% in 2026 Q2. The latest visible filing shows GIS at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arkfeld Wealth Strategies, L.L.C.'s position in GENERAL MLS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GIS was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GIS stock page Arkfeld Wealth Strategies, L.L.C. fund profile Arkfeld Wealth Strategies, L.L.C. full holdings
How Arkfeld Wealth Strategies, L.L.C. held GIS — position size vs. price
% of Fund (quarterly)    GIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 39,441 +27,648 +234.4% 0.43% $1.4M 2026-07-10 $36.22
2026 Q1 ADDED — — — 11,793 +6,504 +123.0% 0.13% $407K 2026-04-17 $34.90
2025 Q4 ADDED — — — 5,289 +459 +9.5% 0.08% $227K 2026-01-12 $42.03
2025 Q3 ADDED — — — 4,830 +646 +15.4% 0.09% $243K 2025-11-05 $44.22
2025 Q2 ADDED — — — 4,184 +200 +5.0% 0.09% $217K 2025-07-10 $48.35
2025 Q1 REDUCED — — — 3,984 -109 -2.7% 0.10% $231K 2025-04-11 $53.92
2024 Q4 REDUCED — — — 4,093 -2 -0.0% 0.11% $243K 2025-01-21 $55.29
2024 Q3 REDUCED — — — 4,095 -157 -3.7% 0.15% $301K 2024-10-15 $64.93
2024 Q2 ADDED — — — 4,252 +91 +2.2% 0.13% $266K 2024-07-10 $56.64
2024 Q1 ADDED — — — 4,161 +21 +0.5% 0.16% $287K 2024-04-15 $60.27
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GIS

As of 2026 Q2 — sorted by position size

Palouse Capital Management, Inc. 3Y 7Y 2.25% HF Advisory Group, LLC 3Y 0.9% ROCKLAND TRUST CO 3Y 7Y 0.44% WINCAP FINANCIAL LLC 0.36% Crescent Sterling, Ltd. 3Y 0.26% Fruth Investment Management 3Y 7Y 0.22% Pacific Capital Wealth Advisors, Inc. 3Y 0.21% Sage Investment Advisers LLC 3Y 0.19% Kentucky Trust Co 0.17% Investors Research Corp 3Y 7Y 0.16%

FAQ About Arkfeld Wealth Strategies, L.L.C. and GIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arkfeld Wealth Strategies, L.L.C. reported owning GIS?

Arkfeld Wealth Strategies, L.L.C. reported GIS across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported GIS position in Arkfeld Wealth Strategies, L.L.C.'s portfolio?

The largest reported portfolio weight for GIS was 0.43% in 2026 Q2.

What is the latest reported GIS position on this page?

The most recent filing on this page is 2026 Q2, when Arkfeld Wealth Strategies, L.L.C. reported 39,441 shares, equal to 0.43% of portfolio, with an estimated market value of $1.4M.

What does the chart on this GIS ownership page compare?

The chart compares Arkfeld Wealth Strategies, L.L.C.'s quarterly GIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arkfeld Wealth Strategies, L.L.C. time their GIS position?

Based on 13F filing dates vs. subsequent GIS price moves, Arkfeld Wealth Strategies, L.L.C. correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on GIS relative to SPY over the holding period was -31.0%.

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