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Atria Wealth Solutions’s General Mills GIS Stock Holding History

Atria Wealth Solutions’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 		$1.46M Sell
28,086
-3,709
-12% -$205K 0.03% 508
2025
Q1 		$1.9M Sell
31,795
-1,881
-6% -$113K 0.02% 653
2024
Q4 		$2.15M Sell
33,676
-708
-2% -$47.5K 0.02% 616
2024
Q3 		$2.54M Sell
34,384
-13,284
-28% -$920K 0.03% 547
2024
Q2 		$3.02M Sell
47,668
-405
-0.8% -$27.8K 0.03% 486
2024
Q1 		$3.36M Sell
48,073
-3,204
-6% -$209K 0.04% 462
2023
Q4 		$3.34M Sell
51,277
-3,575
-7% -$231K 0.04% 429
2023
Q3 		$3.51M Sell
54,852
-2,363
-4% -$167K 0.05% 387
2023
Q2 		$4.39M Buy
57,215
+4,957
+9% +$424K 0.06% 324
2023
Q1 		$4.47M Sell
52,258
-5,354
-9% -$428K 0.07% 292
2022
Q4 		$4.83M Buy
57,612
+6,014
+12% +$490K 0.08% 258
2022
Q3 		$3.95M Buy
51,598
+20,786
+67% +$1.58M 0.07% 285
2022
Q2 		$2.33M Sell
30,812
-9,276
-23% -$650K 0.04% 393
2022
Q1 		$2.71M Buy
+40,088
New +$2.69M 0.05% 398

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's GIS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its General Mills (GIS) stake by 12% in Q2 2025, selling an estimated $205K and leaving 28,086 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #508.

Atria Wealth Solutions first reported a position in GIS in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.83M in Q4 2022. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Atria Wealth Solutions held 28,086 shares of General Mills worth $1.46M as of Q2 2025.
  • Atria Wealth Solutions sold 3,709 General Mills shares in Q2 2025, an estimated $205K.
  • General Mills made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #508 holding.
  • Atria Wealth Solutions first reported a position in General Mills in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's General Mills position peaked at $4.83M in Q4 2022.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.