PBU - The Pension Fund of Early Childhood & Youth Educators GIS — GENERAL MLS INC

Ownership history in PBU - The Pension Fund of Early Childhood & Youth Educators  ·  3 quarters on record

AI Ownership Summary

PBU - The Pension Fund of Early Childhood & Youth Educators reported GENERAL MLS INC (GIS) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.26% in 2026 Q2. The latest visible filing shows GIS at 0.26% 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 PBU - The Pension Fund of Early Childhood & Youth Educators'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
2026 Q2

GIS was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

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.

GIS stock page PBU - The Pension Fund of Early Childhood & Youth Educators fund profile PBU - The Pension Fund of Early Childhood & Youth Educators full holdings
How PBU - The Pension Fund of Early Childhood & Youth Educators held GIS — position size vs. price
% of Fund (quarterly)    GIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 326,181 +43,138 +15.2% 0.26% $11.4M 2026-07-16 $37.98
2026 Q1 ADDED — — — 283,043 +115,971 +69.4% 0.16% $1.6M 2026-04-08 $34.72
2025 Q4 INITIATED — — — 167,072 — — 0.11% $7.8M 2026-02-11 $46.49

🏢 Other funds also holding GIS

As of 2026 Q3 — sorted by position size

FinArc Investments, Inc. 1.0% HF Advisory Group, LLC 3Y 0.84% BENEDICT FINANCIAL ADVISORS INC 3Y 7Y 0.62% Echo Wealth Management, LLC 3Y 0.61% CHIRON CAPITAL MANAGEMENT, LLC 3Y 0.6% 4WEALTH ADVISORS, INC. 0.45% Brindle & Bay Financial Advisors, LLC 0.4% ROCKLAND TRUST CO 3Y 7Y 0.39% WINNACLE WEALTH LLC 0.37% Unique Wealth Strategies, LLC 0.32%

FAQ About PBU - The Pension Fund of Early Childhood & Youth Educators and GIS

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

How long has PBU - The Pension Fund of Early Childhood & Youth Educators reported owning GIS?

PBU - The Pension Fund of Early Childhood & Youth Educators reported GIS across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported GIS position in PBU - The Pension Fund of Early Childhood & Youth Educators's portfolio?

The largest reported portfolio weight for GIS was 0.26% in 2026 Q2.

What is the latest reported GIS position on this page?

The most recent filing on this page is 2026 Q2, when PBU - The Pension Fund of Early Childhood & Youth Educators reported 326,181 shares, equal to 0.26% of portfolio, with an estimated market value of $11.4M.

What does the chart on this GIS ownership page compare?

The chart compares PBU - The Pension Fund of Early Childhood & Youth Educators'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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