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Asset Planning Inc’s General Mills GIS Stock Holding History

Asset Planning Inc’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 		$29.6K Hold
850
– – 0.02% 189
2026
Q1 		$31.6K Hold
850
– – 0.02% 178
2025
Q4 		$39.5K Hold
850
– – 0.03% 164
2025
Q3 		$42.9K Sell
850
-325
-28% -$16.3K 0.03% 157
2025
Q2 		$60.9K Hold
1,175
– – 0.05% 132
2025
Q1 		$70.3K Sell
1,175
-29,200
-96% -$1.75M 0.06% 127
2024
Q4 		$1.94M Buy
+30,375
New +$2.04M 1.48% 15

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Asset Planning Inc's GIS Position: Q2 2026 in Review

Asset Planning Inc held its General Mills (GIS) position steady in Q2 2026 at 850 shares worth $29.6K. The position accounts for 0.02% of the portfolio, ranked #189.

Asset Planning Inc first reported a position in GIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q4 2024. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Asset Planning Inc held 850 shares of General Mills worth $29.6K as of Q2 2026.
  • Asset Planning Inc left its General Mills share count unchanged in Q2 2026.
  • General Mills made up 0.02% of Asset Planning Inc's portfolio in Q2 2026, its #189 holding.
  • Asset Planning Inc first reported a position in General Mills in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's General Mills position peaked at $1.94M in Q4 2024.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.