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BSW Wealth Partners’s General Mills GIS Stock Holding History

BSW Wealth Partners’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
-4,044
Closed -$209K – 338
2025
Q2 		$209K Sell
4,044
-60
-1% -$3.31K 0.03% 301
2025
Q1 		$245K Sell
4,104
-1,717
-29% -$103K 0.04% 259
2024
Q4 		$371K Buy
5,821
+79
+1% +$5.3K 0.05% 197
2024
Q3 		$424K Buy
5,742
+925
+19% +$64.1K 0.06% 181
2024
Q2 		$305K Buy
4,817
+288
+6% +$19.8K 0.05% 206
2024
Q1 		$317K Sell
4,529
-443
-9% -$28.8K 0.05% 213
2023
Q4 		$324K Buy
4,972
+30
+0.6% +$1.94K 0.06% 193
2023
Q3 		$316K Sell
4,942
-1,082
-18% -$76.5K 0.07% 166
2023
Q2 		$462K Sell
6,024
-26
-0.4% -$2.22K 0.1% 118
2023
Q1 		$517K Sell
6,050
-2,213
-27% -$177K 0.11% 132
2022
Q4 		$693K Buy
8,263
+335
+4% +$27.3K 0.15% 100
2022
Q3 		$607K Buy
7,928
+500
+7% +$38.1K 0.15% 91
2022
Q2 		$560K Buy
7,428
+516
+7% +$36.1K 0.13% 109
2022
Q1 		$468K Buy
6,912
+332
+5% +$22.3K 0.12% 130
2021
Q4 		$443K Buy
6,580
+172
+3% +$10.9K 0.11% 137
2021
Q3 		$383K Buy
6,408
+678
+12% +$40.1K 0.11% 134
2021
Q2 		$349K Buy
5,730
+956
+20% +$59.1K 0.1% 152
2021
Q1 		$293K Buy
+4,774
New +$275K 0.08% 146

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

BSW Wealth Partners's GIS Position: Q3 2025 in Review

BSW Wealth Partners sold out of General Mills (GIS) in Q3 2025, closing a stake of 4,044 shares — an estimated $209K sold.

BSW Wealth Partners first reported a position in GIS in Q1 2021 and held it in 18 quarters. The position peaked at $693K in Q4 2022. 1,425 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • BSW Wealth Partners reported no remaining General Mills position as of Q3 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 4,044 General Mills shares in Q3 2025, an estimated $209K.
  • BSW Wealth Partners first reported a position in General Mills in Q1 2021 and held it in 18 quarters.
  • BSW Wealth Partners's General Mills position peaked at $693K in Q4 2022.
  • 1,425 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on BSW Wealth Partners's 13F filing for Q3 2025, filed 15 Oct 2025.