GIS — GENERAL MLS INC

Ownership history in Echo Wealth Management, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Echo Wealth Management, LLC 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.

Peak position
3.81% (2024 Q1)
Avg. % of fund
1.27%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 36,080 +1,738 +5.1% 0.98% $1.7M $45.85
2025 Q3 ADDED 34,342 +2,895 +9.2% 1.01% $1.7M $49.10
2025 Q2 ADDED 31,447 +3,107 +11.0% 1.00% $1.6M $49.86
2025 Q1 REDUCED 28,340 -12,056 -29.8% 1.14% $1.7M $56.94
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GIS price (monthly, adj. close)

Other funds also holding GIS

As of 2025 Q4 — sorted by position size

Ilex Capital Partners (UK) LLP 6.24% Clear Trail Advisors, LLC 5.8% ADVOCATE GROUP LLC 3Y 4.06% Holowesko Partners Ltd. 3Y 7Y 3.55% Capital Management Associates, Inc 2.51% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 1.72% DIAMOND HILL CAPITAL MANAGEMENT INC 3Y 7Y 1.61% BONTEMPO OHLY CAPITAL MGMT LLC 3Y 7Y 1.44% Creegan & Nassoura Financial Group, LLC 3Y 7Y 1.38% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 1.36%
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