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Beacon Financial Strategies’s General Mills GIS Stock Holding History

Beacon Financial Strategies’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 		$18.1K Hold
520
– – 0.01% 152
2026
Q1 		$19.4K Hold
520
– – 0.01% 117
2025
Q4 		$24.2K Buy
+520
New +$24.7K 0.01% 109

Other funds holding GIS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Beacon Financial Strategies's GIS Position: Q2 2026 in Review

Beacon Financial Strategies held its General Mills (GIS) position steady in Q2 2026 at 520 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #152.

Beacon Financial Strategies first reported a position in GIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.2K in Q4 2025. 167 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Beacon Financial Strategies held 520 shares of General Mills worth $18.1K as of Q2 2026.
  • Beacon Financial Strategies left its General Mills share count unchanged in Q2 2026.
  • General Mills made up 0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #152 holding.
  • Beacon Financial Strategies first reported a position in General Mills in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's General Mills position peaked at $24.2K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.