1 North Wealth Services’s General Mills GIS Stock Holding History

1 North Wealth Services’s Portfolio GIS Stock Details GIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.36K	Hold	39	–	–	﹤0.01%	292
2026 Q1	$1.45K	Hold	39	–	–	﹤0.01%	251
2025 Q4	$1.81K	Hold	39	–	–	﹤0.01%	253
2025 Q3	$1.97K	Sell	39 -19,534	-100%	-$979K	﹤0.01%	232
2025 Q2	$1.01M	Sell	19,573 -212	-1%	-$11.7K	0.4%	39
2025 Q1	$1.18M	Sell	19,785 -1,095	-5%	-$65.8K	0.55%	35
2024 Q4	$1.33M	Buy	+20,880	New	+$1.4M	0.56%	36
2019 Q4	$1.33M	Buy	24,887 +1,687	+7%	+$88.9K	0.82%	37
2019 Q3	$1.28M	Buy	+23,200	New	+$1.25M	0.86%	36
2019 Q1	$1.2M	Buy	23,167 +855	+4%	+$38.7K	0.85%	35
2018 Q4	$869K	Buy	+22,312	New	+$943K	0.73%	38

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

1 North Wealth Services's GIS Position: Q2 2026 in Review

1 North Wealth Services held its General Mills (GIS) position steady in Q2 2026 at 39 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

1 North Wealth Services first reported a position in GIS in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.33M in Q4 2019. 1,330 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

1 North Wealth Services held 39 shares of General Mills worth $1.36K as of Q2 2026.
1 North Wealth Services left its General Mills share count unchanged in Q2 2026.
General Mills made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #292 holding.
1 North Wealth Services first reported a position in General Mills in Q4 2018 and has held it in 11 quarters since.
1 North Wealth Services's General Mills position peaked at $1.33M in Q4 2019.
1,330 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.