Ownership history in Gradient Investments LLC Β· 41 quarters on record
This page tracks every 13F SEC filing in which Gradient Investments LLC reported a position in GENERAL MLS INC COM (GIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Gradient Investments LLC underperformed the S&P 500 by β63.7% annually on this GIS position. Timing score: 38% (13/34 decisions correct). Average cost basis: $45.10. Maximum drawdown during holding period: β35.4%.
β Significantly underperformed the S&P 500 by 63.7% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
13 of 34 add/trim decisions correct
Best entry: $24.98 (2012 Q3) Β· Worst: $75.96 (2023 Q1)
πͺ Held through 2 major drawdowns (>20%).
19 adds Β· 17 trims. Bought during 9 of 17 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.21% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size