AWE
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Avidian Wealth Enterprises’s General Mills GIS Stock Holding History

Avidian Wealth Enterprises’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
Q1 		– Sell
-4,038
Closed -$258K – 533
2024
Q4 		$258K Sell
4,038
-245
-6% -$16.4K 0.01% 433
2024
Q3 		$316K Buy
+4,283
New +$297K 0.01% 390
2017
Q3 		– Sell
-6,547
Closed -$363K – 95
2017
Q2 		$363K Buy
+6,547
New +$374K 0.15% 53

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avidian Wealth Enterprises's GIS Position: Q1 2025 in Review

Avidian Wealth Enterprises sold out of General Mills (GIS) in Q1 2025, closing a stake of 4,038 shares — an estimated $258K sold.

Avidian Wealth Enterprises first reported a position in GIS in Q2 2017 and held it in 3 quarters. The position peaked at $363K in Q2 2017. 1,557 funds tracked by Wall St. Rank hold GIS as of Q1 2025.

  • Avidian Wealth Enterprises reported no remaining General Mills position as of Q1 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 4,038 General Mills shares in Q1 2025, an estimated $258K.
  • Avidian Wealth Enterprises first reported a position in General Mills in Q2 2017 and held it in 3 quarters.
  • Avidian Wealth Enterprises's General Mills position peaked at $363K in Q2 2017.
  • 1,557 funds tracked by Wall St. Rank held General Mills as of Q1 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2025, filed 25 Apr 2025.