Philip James Wealth Mangement, LLC GIS — GENERAL MLS INC

Ownership history in Philip James Wealth Mangement, LLC  ·  7 quarters on record

AI Ownership Summary

Philip James Wealth Mangement, LLC reported GENERAL MLS INC (GIS) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.43% in 2026 Q1. The latest visible filing shows GIS at 1.43% 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 Philip James Wealth Mangement, LLC'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 Q1

GIS was reported at 1.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.43% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 Philip James Wealth Mangement, LLC fund profile Philip James Wealth Mangement, LLC full holdings
How Philip James Wealth Mangement, LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 335,134 +85,518 +34.3% 1.43% $12.5M 2026-04-28 $34.75
2025 Q4 ADDED — — — 249,616 +41,461 +19.9% 1.34% $11.6M 2026-01-20 $43.71
2025 Q3 ADDED — — — 208,155 +73,877 +55.0% 1.22% $10.5M 2025-10-24 $45.98
2025 Q2 ADDED — — — 134,278 +120,007 +840.9% 0.89% $7.0M 2025-07-18 $47.98
2025 Q1 ADDED — — — 14,271 +7,339 +105.9% 0.10% $853K 2025-04-24 $53.36
2024 Q4 ADDED — — — 6,932 +3,185 +85.0% 0.06% $442K 2025-01-31 $56.32
2024 Q3 INITIATED — — — 3,747 — — 0.03% $277K 2024-10-31 $63.08

🏢 Other funds also holding GIS

As of 2026 Q1 — sorted by position size

Owlhouse Capital LP 5.76% Ritter Alpha, LP 5.07% Mountain Hill Investment Partners Corp. 3.6% ADVOCATE GROUP LLC 3Y 3.19% Clear Trail Advisors, LLC 3.12% Fluent Financial, LLC 3Y 7Y 2.46% INTEGRITY ALLIANCE, LLC. 2.3% Palouse Capital Management, Inc. 3Y 7Y 2.01% Measured Risk Portfolios, Inc. 2.0% BONTEMPO OHLY CAPITAL MGMT LLC 3Y 7Y 1.85%

FAQ About Philip James Wealth Mangement, LLC and GIS

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

How long has Philip James Wealth Mangement, LLC reported owning GIS?

Philip James Wealth Mangement, LLC reported GIS across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported GIS position in Philip James Wealth Mangement, LLC's portfolio?

The largest reported portfolio weight for GIS was 1.43% in 2026 Q1.

What is the latest reported GIS position on this page?

The most recent filing on this page is 2026 Q1, when Philip James Wealth Mangement, LLC reported 335,134 shares, equal to 1.43% of portfolio, with an estimated market value of $12.5M.

What does the chart on this GIS ownership page compare?

The chart compares Philip James Wealth Mangement, LLC'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.

How well did Philip James Wealth Mangement, LLC time their GIS position?

Based on 13F filing dates vs. subsequent GIS price moves, Philip James Wealth Mangement, LLC correctly timed 0 out of 6 reported position changes (0%). The annualised alpha on GIS relative to SPY over the holding period was -43.0%.

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