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

Aries 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
2025
Q2 		– Sell
-3,352
Closed -$200K – 221
2025
Q1 		$200K Hold
3,352
– – 0.05% 217
2024
Q4 		$214K Hold
3,352
– – 0.06% 209
2024
Q3 		$248K Hold
3,352
– – 0.07% 203
2024
Q2 		$212K Hold
3,352
– – 0.07% 193
2024
Q1 		$235K Hold
3,352
– – 0.08% 189
2023
Q4 		$218K Hold
3,352
– – 0.08% 187
2023
Q3 		$212K Hold
3,352
– – 0.08% 183
2023
Q2 		$257K Hold
3,352
– – 0.1% 163
2023
Q1 		$286K Hold
3,352
– – 0.12% 148
2022
Q4 		$281K Hold
3,352
– – 0.12% 153
2022
Q3 		$273K Hold
3,352
– – 0.12% 148
2022
Q2 		$253K Buy
+3,352
New +$235K 0.11% 143
2022
Q1 		– Sell
-3,352
Closed -$226K – 127
2021
Q4 		$226K Sell
3,352
-30
-0.9% -$1.91K 0.09% 164
2021
Q3 		$202K Hold
3,382
– – 0.09% 171
2021
Q2 		$206K Hold
3,382
– – 0.09% 174
2021
Q1 		$205K Buy
+3,382
New +$195K 0.09% 166
2020
Q4 		– Sell
-3,447
Closed -$213K – 167
2020
Q3 		$213K Hold
3,447
– – 0.12% 137
2020
Q2 		$213K Sell
3,447
-1,145
-25% -$69K 0.13% 129
2020
Q1 		$252K Sell
4,592
-1,218
-21% -$64.3K 0.19% 107
2019
Q4 		$306K Hold
5,810
– – 0.19% 113
2019
Q3 		$316K Sell
5,810
-35
-0.6% -$1.89K 0.21% 106
2019
Q2 		$317K Sell
5,845
-4,467
-43% -$231K 0.22% 104
2019
Q1 		$534K Buy
10,312
+2,493
+32% +$113K 0.4% 67
2018
Q4 		$304K Sell
7,819
-1,500
-16% -$63.4K 0.32% 80
2018
Q3 		$400K Hold
9,319
– – 0.36% 71
2018
Q2 		$429K Buy
9,319
+900
+11% +$39.4K 0.4% 70
2018
Q1 		$375K Buy
8,419
+1,000
+13% +$54.2K 0.36% 76
2017
Q4 		$439K Buy
+7,419
New +$401K 0.4% 74

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Aries Wealth Management's GIS Position: Q2 2025 in Review

Aries Wealth Management sold out of General Mills (GIS) in Q2 2025, closing a stake of 3,352 shares — an estimated $200K sold.

Aries Wealth Management first reported a position in GIS in Q4 2017 and held it in 28 quarters. The position peaked at $534K in Q1 2019. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Aries Wealth Management reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
  • Aries Wealth Management sold 3,352 General Mills shares in Q2 2025, an estimated $200K.
  • Aries Wealth Management first reported a position in General Mills in Q4 2017 and held it in 28 quarters.
  • Aries Wealth Management's General Mills position peaked at $534K in Q1 2019.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Aries Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.