AWM
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Accredited Wealth Management’s General Mills GIS Stock Holding History

Accredited 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 		$17.5K Buy
6,719
+6,325
+1,605% +$317K 0.01% 208
2025
Q2 		$20.4K Buy
394
+26
+7% +$1.44K 0.02% 201
2025
Q1 		$22K Buy
368
+1
+0.3% +$60 0.02% 172
2024
Q4 		$23.4K Buy
+367
New +$24.6K 0.02% 188

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Accredited Wealth Management increased its General Mills (GIS) stake by 1,605% in Q3 2025, buying an estimated $317K and bringing the position to 6,719 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #208.

Accredited Wealth Management first reported a position in GIS in Q4 2024 and has held it in 4 quarters since. The position peaked at $23.4K in Q4 2024. 1,425 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • Accredited Wealth Management held 6,719 shares of General Mills worth $17.5K as of Q3 2025.
  • Accredited Wealth Management bought 6,325 General Mills shares in Q3 2025, an estimated $317K.
  • General Mills made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #208 holding.
  • Accredited Wealth Management first reported a position in General Mills in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's General Mills position peaked at $23.4K in Q4 2024.
  • 1,425 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.