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

AE 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
2026
Q1 		$2.17M Sell
58,289
-346,404
-86% -$15M 0.01% 626
2025
Q4 		$18.8M Buy
404,693
+58,688
+17% +$2.79M 0.11% 195
2025
Q3 		$17.4M Buy
346,005
+24,688
+8% +$1.24M 0.11% 195
2025
Q2 		$16.6M Buy
321,317
+264,868
+469% +$14.6M 0.12% 184
2025
Q1 		$3.37M Sell
56,449
-544
-1% -$32.7K 0.03% 424
2024
Q4 		$3.63M Buy
56,993
+7,425
+15% +$498K 0.03% 402
2024
Q3 		$3.66M Buy
49,568
+4,148
+9% +$287K 0.03% 393
2024
Q2 		$2.87M Buy
45,420
+8,200
+22% +$563K 0.03% 441
2024
Q1 		$2.6M Sell
37,220
-47,803
-56% -$3.11M 0.03% 437
2023
Q4 		$5.48M Sell
85,023
-144,021
-63% -$9.3M 0.03% 562
2023
Q3 		$14.7M Sell
229,044
-10,831
-5% -$765K 0.09% 277
2023
Q2 		$18.4M Sell
239,875
-8,046
-3% -$688K 0.11% 214
2023
Q1 		$21.2M Buy
247,921
+42,044
+20% +$3.36M 0.14% 171
2022
Q4 		$17.3M Buy
205,877
+32,032
+18% +$2.61M 0.12% 194
2022
Q3 		$13.3M Buy
173,845
+10,964
+7% +$836K 0.11% 202
2022
Q2 		$12.3M Buy
162,881
+39,532
+32% +$2.77M 0.1% 227
2022
Q1 		$8.35M Buy
123,349
+13,473
+12% +$904K 0.06% 325
2021
Q4 		$7.4M Buy
109,876
+7,699
+8% +$489K 0.05% 328
2021
Q3 		$6.11M Sell
102,177
-24,242
-19% -$1.43M 0.05% 335
2021
Q2 		$7.7M Buy
126,419
+50,279
+66% +$3.11M 0.07% 265
2021
Q1 		$4.67M Buy
76,140
+2,638
+4% +$152K 0.05% 328
2020
Q4 		$4.32M Buy
73,502
+7,381
+11% +$446K 0.05% 298
2020
Q3 		$4.08M Buy
66,121
+1,079
+2% +$67.4K 0.06% 264
2020
Q2 		$4.01M Sell
65,042
-9,972
-13% -$601K 0.06% 264
2020
Q1 		$3.96M Buy
75,014
+3,551
+5% +$188K 0.09% 203
2019
Q4 		$3.83M Buy
71,463
+10,443
+17% +$550K 0.08% 221
2019
Q3 		$3.36M Buy
61,020
+19,566
+47% +$1.05M 0.1% 190
2019
Q2 		$2.18M Buy
41,454
+20,639
+99% +$1.07M 0.07% 225
2019
Q1 		$1.08M Sell
20,815
-308
-1% -$13.9K 0.07% 207
2018
Q4 		$823K Sell
21,123
-10,638
-33% -$449K 0.14% 174
2018
Q3 		$1.36M Buy
31,761
+13,616
+75% +$616K 0.08% 179
2018
Q2 		$803K Sell
18,145
-14,130
-44% -$618K 0.05% 197
2018
Q1 		$1.45M Buy
32,275
+384
+1% +$20.8K 0.11% 116
2017
Q4 		$1.89M Buy
31,891
+18,810
+144% +$1.02M 0.17% 94
2017
Q3 		$677K Buy
13,081
+3,665
+39% +$201K 0.06% 203
2017
Q2 		$522K Buy
9,416
+3,322
+55% +$190K 0.06% 225
2017
Q1 		$360K Buy
+6,094
New +$373K 0.07% 196

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AE Wealth Management's GIS Position: Q1 2026 in Review

AE Wealth Management reduced its General Mills (GIS) stake by 86% in Q1 2026, selling an estimated $15M and leaving 58,289 shares worth $2.17M. The position accounts for 0.01% of the portfolio, ranked #626.

AE Wealth Management first reported a position in GIS in Q1 2017 and has held it in 37 quarters since. The position peaked at $21.2M in Q1 2023. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • AE Wealth Management held 58,289 shares of General Mills worth $2.17M as of Q1 2026.
  • AE Wealth Management sold 346,404 General Mills shares in Q1 2026, an estimated $15M.
  • General Mills made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #626 holding.
  • AE Wealth Management first reported a position in General Mills in Q1 2017 and has held it in 37 quarters since.
  • AE Wealth Management's General Mills position peaked at $21.2M in Q1 2023.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.