GIS β€” GENERAL MLS INC

Ownership history in Capital Management Associates, Inc  Β·  7 quarters on record

AI Ownership Summary

Capital Management Associates, Inc reported GENERAL MLS INC (GIS) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 7.62% in 2024 Q4. The latest visible filing shows GIS at 2.51% 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.

What this GIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Management Associates, Inc'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
2025 Q4

GIS was reported at 2.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.62% in 2024 Q4

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 2025 Q4

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.

How Capital Management Associates, Inc held GIS β€” position size vs. price
% of Fund (quarterly)    GIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 244,142 -226,106 -48.1% 2.51% $11.4M 2026-02-14 (Est.) $47.54
2025 Q3 ADDED 470,248 +19,094 +4.2% 6.41% $23.7M 2025-10-22 $47.69
2025 Q2 ADDED 451,154 +132,289 +41.5% 7.40% $23.4M 2025-07-23 $49.10
2024 Q4 ADDED 318,865 +134,654 +73.1% 7.62% $20.3M 2025-01-28 $56.00
2024 Q3 ADDED 184,211 +63,263 +52.3% 5.56% $13.6M 2024-10-23 $63.60
2024 Q2 REDUCED 120,948 -264 -0.2% 4.63% $7.7M 2024-08-01 $62.23
2024 Q1 INITIATED 121,212 β€” β€” 6.25% $8.5M 2024-05-03 $63.67

FAQ About Capital Management Associates, Inc and GIS

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

How long has Capital Management Associates, Inc reported owning GIS?

Capital Management Associates, Inc reported GIS across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported GIS position in Capital Management Associates, Inc's portfolio?

The largest reported portfolio weight for GIS was 7.62% in 2024 Q4.

What is the latest reported GIS position on this page?

The most recent filing on this page is 2025 Q4, when Capital Management Associates, Inc reported 244,142 shares, equal to 2.51% of portfolio, with an estimated market value of $11.4M.

What does the chart on this GIS ownership page compare?

The chart compares Capital Management Associates, Inc'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.

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