Atlas Private Wealth Advisors’s General Mills GIS Stock Holding History

Atlas Private Wealth Advisors’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 Q3	–	Sell	-4,245	Closed	-$220K	–	158
2025 Q2	$220K	Buy	4,245 +182	+4%	+$10K	0.03%	186
2025 Q1	$243K	Buy	4,063 +21	+0.5%	+$1.26K	0.03%	164
2024 Q4	$258K	Hold	4,042	–	–	0.04%	142
2024 Q3	$299K	Hold	4,042	–	–	0.04%	123
2024 Q2	$256K	Buy	+4,042	New	+$278K	0.04%	133
2024 Q1	–	Sell	-4,042	Closed	-$263K	–	128
2023 Q4	$263K	Sell	4,042 -54	-1%	-$3.49K	0.05%	133
2023 Q3	$262K	Buy	+4,096	New	+$289K	0.05%	153
2021 Q4	–	Sell	-410	Closed	-$25K	–	362
2021 Q3	$25K	Hold	410	–	–	0.01%	318
2021 Q2	$25K	Sell	410 -31	-7%	-$1.92K	0.01%	327
2021 Q1	$27K	Sell	441 -47	-10%	-$2.71K	0.02%	318
2020 Q4	$29K	Buy	488 +19	+4%	+$1.15K	0.02%	287
2020 Q3	$29K	Buy	469 +1	+0.2%	+$63	0.02%	260
2020 Q2	$29K	Buy	+468	New	+$28.2K	0.03%	270

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Atlas Private Wealth Advisors's GIS Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of General Mills (GIS) in Q3 2025, closing a stake of 4,245 shares — an estimated $220K sold.

Atlas Private Wealth Advisors first reported a position in GIS in Q2 2020 and held it in 13 quarters. The position peaked at $299K in Q3 2024. 1,425 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

Atlas Private Wealth Advisors reported no remaining General Mills position as of Q3 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 4,245 General Mills shares in Q3 2025, an estimated $220K.
Atlas Private Wealth Advisors first reported a position in General Mills in Q2 2020 and held it in 13 quarters.
Atlas Private Wealth Advisors's General Mills position peaked at $299K in Q3 2024.
1,425 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.