CWMK
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Caliber Wealth Management (Kansas)’s General Mills GIS Stock Holding History

Caliber Wealth Management (Kansas)’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 		– Sell
-5,967
Closed -$222K – 307
2026
Q1 		$222K Buy
+5,967
New +$259K 0.02% 252

Other funds holding GIS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s GIS Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) sold out of General Mills (GIS) in Q2 2026, closing a stake of 5,967 shares — an estimated $222K sold.

Caliber Wealth Management (Kansas) first reported a position in GIS in Q1 2026 and held it in 1 quarter. The position peaked at $222K in Q1 2026. 461 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Caliber Wealth Management (Kansas) reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 5,967 General Mills shares in Q2 2026, an estimated $222K.
  • Caliber Wealth Management (Kansas) first reported a position in General Mills in Q1 2026 and held it in 1 quarter.
  • Caliber Wealth Management (Kansas)'s General Mills position peaked at $222K in Q1 2026.
  • 461 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.