Apella Capital’s General Mills GIS Stock Holding History

Apella Capital’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	$414K	Buy	11,148 +347	+3%	+$12K	0.01%	511
2026 Q1	$383K	Buy	10,801 +1,716	+19%	+$74.5K	0.01%	506
2025 Q4	$422K	Sell	9,085 -307	-3%	-$14.6K	0.01%	388
2025 Q3	$448K	Sell	9,392 -13	-0.1%	-$652	0.01%	342
2025 Q2	$488K	Buy	9,405 +137	+1%	+$7.56K	0.01%	297
2025 Q1	$538K	Buy	9,268 +1,176	+15%	+$70.6K	0.02%	249
2024 Q4	$516K	Sell	8,092 -39	-0.5%	-$2.62K	0.02%	230
2024 Q3	$596K	Sell	8,131 -228	-3%	-$15.8K	0.02%	203
2024 Q2	$524K	Buy	+8,359	New	+$574K	0.02%	198

Other funds holding GIS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Apella Capital's GIS Position: Q2 2026 in Review

Apella Capital increased its General Mills (GIS) stake by 3.2% in Q2 2026, buying an estimated $12K and bringing the position to 11,148 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #511.

Apella Capital first reported a position in GIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $596K in Q3 2024. 551 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Apella Capital held 11,148 shares of General Mills worth $414K as of Q2 2026.
Apella Capital bought 347 General Mills shares in Q2 2026, an estimated $12K.
General Mills made up 0.01% of Apella Capital's portfolio in Q2 2026, its #511 holding.
Apella Capital first reported a position in General Mills in Q2 2024 and has held it in 9 quarters since.
Apella Capital's General Mills position peaked at $596K in Q3 2024.
551 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.