4Wealth Advisors
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4Wealth Advisors’s General Mills GIS Stock Holding History

4Wealth Advisors’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
Q3 		$652K Buy
19,279
+374
+2% +$13.9K 0.45% 59
2026
Q2 		$688K Buy
+18,905
New +$653K 0.53% 61

Other funds holding GIS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.8B AUM 25.65% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

4Wealth Advisors's GIS Position: Q3 2026 in Review

4Wealth Advisors increased its General Mills (GIS) stake by 2% in Q3 2026, buying an estimated $13.9K and bringing the position to 19,279 shares worth $652K. The position accounts for 0.45% of the portfolio, ranked #59.

4Wealth Advisors first reported a position in GIS in Q2 2026 and has held it in 2 quarters since. The position peaked at $688K in Q2 2026. 647 funds tracked by Wall St. Rank hold GIS as of Q3 2026.

  • 4Wealth Advisors held 19,279 shares of General Mills worth $652K as of Q3 2026.
  • 4Wealth Advisors bought 374 General Mills shares in Q3 2026, an estimated $13.9K.
  • General Mills made up 0.45% of 4Wealth Advisors's portfolio in Q3 2026, its #59 holding.
  • 4Wealth Advisors first reported a position in General Mills in Q2 2026 and has held it in 2 quarters since.
  • 4Wealth Advisors's General Mills position peaked at $688K in Q2 2026.
  • 647 funds tracked by Wall St. Rank held General Mills as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.