Action Point Financial Planning’s General Mills GIS Stock Holding History

Action Point Financial Planning’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	$227K	Buy	+6,536	New	+$226K	0.02%	404

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

Action Point Financial Planning's GIS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in General Mills (GIS) in Q2 2026: 6,536 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #404 among its holdings.

1,328 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Action Point Financial Planning held 6,536 shares of General Mills worth $227K as of Q2 2026.
General Mills was a new Action Point Financial Planning position in Q2 2026.
General Mills made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #404 holding.
1,328 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.