AllSquare Wealth Management’s General Mills GIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.81K Hold
135
﹤0.01% 413
2025
Q2
$6.99K Hold
135
﹤0.01% 407
2025
Q1
$8.07K Hold
135
﹤0.01% 398
2024
Q4
$8.61K Hold
135
0.01% 393
2024
Q3
$9.97K Sell
135
-838
-86% -$58.1K 0.01% 383
2024
Q2
$61.6K Hold
973
0.04% 187
2024
Q1
$68.1K Hold
973
0.04% 188
2023
Q4
$63.4K Buy
973
+222
+30% +$14.3K 0.04% 185
2023
Q3
$48.1K Hold
751
0.03% 198
2023
Q2
$62.5K Hold
751
0.04% 183
2023
Q1
$64.2K Sell
751
-95
-11% -$7.59K 0.04% 182
2022
Q4
$70.9K Hold
846
0.05% 168
2022
Q3
$65K Hold
846
0.05% 165
2022
Q2
$64K Hold
846
0.04% 172
2022
Q1
$57K Buy
846
+115
+16% +$7.71K 0.03% 210
2021
Q4
$49K Sell
731
-108
-13% -$6.86K 0.03% 222
2021
Q3
$50K Hold
839
0.03% 223
2021
Q2
$51K Buy
839
+135
+19% +$8.35K 0.03% 230
2021
Q1
$43K Buy
704
+43
+7% +$2.48K 0.03% 241
2020
Q4
$39K Sell
661
-150
-18% -$9.07K 0.03% 223
2020
Q3
$50K Hold
811
0.04% 189
2020
Q2
$50K Sell
811
-105
-11% -$6.33K 0.04% 180
2020
Q1
$48K Buy
916
+72
+9% +$3.8K 0.04% 165
2019
Q4
$45K Sell
844
-188
-18% -$9.9K 0.03% 192
2019
Q3
$57K Hold
1,032
0.04% 169
2019
Q2
$54K Hold
1,032
0.04% 178
2019
Q1
$53K Sell
1,032
-111
-10% -$5.03K 0.04% 175
2018
Q4
$45K Buy
1,143
+140
+14% +$5.91K 0.04% 173
2018
Q3
$43K Sell
1,003
-167
-14% -$7.56K 0.03% 190
2018
Q2
$52K Buy
1,170
+505
+76% +$22.1K 0.04% 170
2018
Q1
$30K Buy
665
+86
+15% +$4.67K 0.02% 207
2017
Q4
$34K Sell
579
-20
-3% -$1.08K 0.03% 178
2017
Q3
$31K Buy
+599
New +$32.8K 0.03% 186
2017
Q2
Sell
-599
Closed -$35K 249
2017
Q1
$35K Buy
+599
New +$36.6K 0.03% 160
2015
Q3
Sell
-108
Closed -$6K 315
2015
Q2
$6K Hold
108
0.01% 263
2015
Q1
$6K Hold
108
0.01% 262
2014
Q4
$6K Buy
+108
New +$5.58K 0.01% 258

Other funds holding GIS

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

AllSquare Wealth Management held its General Mills (GIS) position steady in Q3 2025 at 135 shares worth $6.81K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

AllSquare Wealth Management first reported a position in GIS in Q4 2014 and has held it in 37 quarters since. The position peaked at $70.9K in Q4 2022. 1,425 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • AllSquare Wealth Management held 135 shares of General Mills worth $6.81K as of Q3 2025.
  • AllSquare Wealth Management left its General Mills share count unchanged in Q3 2025.
  • General Mills made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #413 holding.
  • AllSquare Wealth Management first reported a position in General Mills in Q4 2014 and has held it in 37 quarters since.
  • AllSquare Wealth Management's General Mills position peaked at $70.9K in Q4 2022.
  • 1,425 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.