Ownership history in Compound Planning, Inc. · 10 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in GENERAL MLS INC (GIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 6,112 | +1,764 | +40.6% | 0.01% | $308K | $49.10 |
| 2025 Q2 | REDUCED | 4,348 | -74 | -1.7% | 0.01% | $225K | $49.86 |
| 2025 Q1 | REDUCED | 4,422 | -307 | -6.5% | 0.01% | $264K | $56.94 |
| 2024 Q4 | REDUCED | 4,729 | -1,169 | -19.8% | 0.02% | $302K | $60.13 |
| 2024 Q3 | ADDED | 5,898 | +931 | +18.7% | 0.03% | $436K | $69.06 |
| 2024 Q2 | ADDED | 4,967 | +746 | +17.7% | 0.02% | $314K | $58.59 |
| 2024 Q1 | ADDED | 4,221 | +1,139 | +37.0% | 0.03% | $295K | $64.26 |
| 2023 Q4 | REDUCED | 3,082 | -4,514 | -59.4% | 0.03% | $201K | $59.28 |
| 2023 Q2 | REDUCED | 7,596 | -71 | -0.9% | 0.27% | $583K | $68.60 |
| 2023 Q1 | INITIATED | 7,667 | — | — | 0.37% | $655K | $75.96 |
As of 2025 Q4 — sorted by position size