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Alliance Wealth Advisors (Utah)’s General Mills GIS Stock Holding History

Alliance Wealth Advisors (Utah)’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 		– Sell
-5,681
Closed -$264K – 243
2025
Q4 		$264K Buy
5,681
+728
+15% +$34.6K 0.06% 221
2025
Q3 		$250K Buy
4,953
+212
+4% +$10.6K 0.06% 242
2025
Q2 		$246K Buy
4,741
+317
+7% +$17.5K 0.06% 245
2025
Q1 		$265K Sell
4,424
-490
-10% -$29.4K 0.07% 232
2024
Q4 		$313K Buy
4,914
+1,576
+47% +$106K 0.08% 210
2024
Q3 		$247K Buy
+3,338
New +$231K 0.06% 222
2024
Q2 		– Sell
-2,870
Closed -$201K – 235
2024
Q1 		$201K Buy
+2,870
New +$187K 0.06% 227

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s GIS Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) sold out of General Mills (GIS) in Q1 2026, closing a stake of 5,681 shares — an estimated $264K sold.

Alliance Wealth Advisors (Utah) first reported a position in GIS in Q1 2024 and held it in 7 quarters. The position peaked at $313K in Q4 2024. 1,310 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Alliance Wealth Advisors (Utah) reported no remaining General Mills position as of Q1 2026 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 5,681 General Mills shares in Q1 2026, an estimated $264K.
  • Alliance Wealth Advisors (Utah) first reported a position in General Mills in Q1 2024 and held it in 7 quarters.
  • Alliance Wealth Advisors (Utah)'s General Mills position peaked at $313K in Q4 2024.
  • 1,310 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.