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Capital A Wealth Management’s General Mills GIS Stock Holding History

Capital A 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
2025
Q2 		$1.5K Buy
23
+12
+109% +$662 0.02% 348
2025
Q1 		$658 Sell
11
-1
-8% -$60 ﹤0.01% 593
2024
Q4 		$765 Buy
+12
New +$805 ﹤0.01% 593

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital A Wealth Management's GIS Position: Q2 2025 in Review

Capital A Wealth Management increased its General Mills (GIS) stake by 109% in Q2 2025, buying an estimated $662 and bringing the position to 23 shares worth $1.5K. The position accounts for 0.02% of the portfolio, ranked #348.

Capital A Wealth Management first reported a position in GIS in Q4 2024 and has held it in 3 quarters since. 1,463 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Capital A Wealth Management held 23 shares of General Mills worth $1.5K as of Q2 2025.
  • Capital A Wealth Management bought 12 General Mills shares in Q2 2025, an estimated $662.
  • General Mills made up 0.02% of Capital A Wealth Management's portfolio in Q2 2025, its #348 holding.
  • Capital A Wealth Management first reported a position in General Mills in Q4 2024 and has held it in 3 quarters since.
  • 1,463 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.