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
2024 Q4 ADDED 40,396 +11,474 +39.7% 1.78% $2.6M $60.13
2024 Q3 REDUCED 28,922 -33,688 -53.8% 1.46% $2.1M $69.06
2024 Q2 REDUCED 62,610 -3,035 -4.6% 2.99% $4.0M $58.59
2024 Q1 ADDED 65,645 +32,257 +96.6% 3.81% $4.6M $64.26
2023 Q4 ADDED 33,388 +20,861 +166.5% 2.01% $2.2M $59.28
2023 Q3 ADDED 12,527 +9,791 +357.9% 0.86% $802K $57.68
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GIS price (monthly, adj. close)
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