BFP
GIS icon

Briaud Financial Planning’s General Mills GIS Stock Holding History

Briaud Financial Planning’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
-300
Closed -$15K – 147
2025
Q2 		$15K Hold
300
– – 0.01% 204
2025
Q1 		$17K Hold
300
– – 0.01% 134
2024
Q4 		$19K Hold
300
– – 0.01% 126
2024
Q3 		$22K Hold
300
– – 0.01% 90
2024
Q2 		$18K Hold
300
– – 0.01% 93
2024
Q1 		$21K Buy
+300
New +$19.5K 0.01% 85
2023
Q4 		– Sell
-300
Closed -$19K – 74
2023
Q3 		$19K Buy
+300
New +$21.2K 0.02% 90

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Briaud Financial Planning's GIS Position: Q3 2025 in Review

Briaud Financial Planning sold out of General Mills (GIS) in Q3 2025, closing a stake of 300 shares — an estimated $15K sold.

Briaud Financial Planning first reported a position in GIS in Q3 2023 and held it in 7 quarters. The position peaked at $22K in Q3 2024. 1,425 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • Briaud Financial Planning reported no remaining General Mills position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 300 General Mills shares in Q3 2025, an estimated $15K.
  • Briaud Financial Planning first reported a position in General Mills in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's General Mills position peaked at $22K in Q3 2024.
  • 1,425 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.