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Aviso Wealth Management’s General Mills GIS Stock Holding History

Aviso 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
2026
Q1 		$487K Sell
13,093
-1,018
-7% -$44.2K 0.22% 92
2025
Q4 		$656K Sell
14,111
-1,258
-8% -$59.8K 0.28% 79
2025
Q3 		$775K Sell
15,369
-4,748
-24% -$238K 0.34% 71
2025
Q2 		$1.04M Sell
20,117
-4,226
-17% -$233K 0.49% 52
2025
Q1 		$1.46M Sell
24,343
-2,576
-10% -$155K 0.77% 38
2024
Q4 		$1.72M Sell
26,919
-5,035
-16% -$338K 0.88% 30
2024
Q3 		$2.36M Sell
31,954
-235
-0.7% -$16.3K 1.28% 12
2024
Q2 		$2.04M Sell
32,189
-280
-0.9% -$19.2K 1.21% 15
2024
Q1 		$2.27M Buy
32,469
+15,522
+92% +$1.01M 1.43% 12
2023
Q4 		$1.1M Buy
+16,947
New +$1.09M 0.8% 33

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aviso Wealth Management's GIS Position: Q1 2026 in Review

Aviso Wealth Management reduced its General Mills (GIS) stake by 7.2% in Q1 2026, selling an estimated $44.2K and leaving 13,093 shares worth $487K. The position accounts for 0.22% of the portfolio, ranked #92.

Aviso Wealth Management first reported a position in GIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.36M in Q3 2024. 1,305 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Aviso Wealth Management held 13,093 shares of General Mills worth $487K as of Q1 2026.
  • Aviso Wealth Management sold 1,018 General Mills shares in Q1 2026, an estimated $44.2K.
  • General Mills made up 0.22% of Aviso Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Aviso Wealth Management first reported a position in General Mills in Q4 2023 and has held it in 10 quarters since.
  • Aviso Wealth Management's General Mills position peaked at $2.36M in Q3 2024.
  • 1,305 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.