1858 Wealth Management’s General Mills GIS Stock Holding History

1858 Wealth Management’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
2025 Q3	$278K	Buy	5,508 +58	+1%	+$2.91K	0.2%	83
2025 Q2	$282K	Hold	5,450	–	–	0.21%	86
2025 Q1	$326K	Buy	5,450 +750	+16%	+$45.1K	0.28%	73
2024 Q4	$300K	Hold	4,700	–	–	0.24%	88
2024 Q3	$347K	Sell	4,700 -3,324	-41%	-$230K	0.29%	75
2024 Q2	$508K	Sell	8,024 -78	-1%	-$5.36K	0.42%	63
2024 Q1	$528K	Hold	8,102	–	–	0.5%	59
2023 Q4	$528K	Buy	+8,102	New	+$523K	0.5%	59

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

1858 Wealth Management's GIS Position: Q3 2025 in Review

1858 Wealth Management increased its General Mills (GIS) stake by 1.1% in Q3 2025, buying an estimated $2.91K and bringing the position to 5,508 shares worth $278K. The position accounts for 0.2% of the portfolio, ranked #83.

1858 Wealth Management first reported a position in GIS in Q4 2023 and has held it in 8 quarters since. The position peaked at $528K in Q1 2024. 1,426 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

1858 Wealth Management held 5,508 shares of General Mills worth $278K as of Q3 2025.
1858 Wealth Management bought 58 General Mills shares in Q3 2025, an estimated $2.91K.
General Mills made up 0.2% of 1858 Wealth Management's portfolio in Q3 2025, its #83 holding.
1858 Wealth Management first reported a position in General Mills in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's General Mills position peaked at $528K in Q1 2024.
1,426 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.