CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s General Mills GIS Stock Holding History

Carlton Hofferkamp & Jenks 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
2026
Q2 		– Sell
-6,074
Closed -$211K – 146
2026
Q1 		$211K Sell
6,074
-299
-5% -$13K 0.07% 140
2025
Q4 		$296K Sell
6,373
-799
-11% -$38K 0.1% 114
2025
Q3 		$346K Buy
7,172
+2
+0% +$100 0.12% 108
2025
Q2 		$353K Sell
7,170
-999
-12% -$55.1K 0.13% 104
2025
Q1 		$461K Buy
8,169
+20
+0.2% +$1.2K 0.19% 93
2024
Q4 		$485K Sell
8,149
-147
-2% -$9.86K 0.18% 95
2024
Q3 		$565K Sell
8,296
-173
-2% -$12K 0.22% 87
2024
Q2 		$576K Buy
8,469
+1
+0% +$69 0.23% 85
2024
Q1 		$604K Sell
8,468
-218
-3% -$14.2K 0.25% 80
2023
Q4 		$553K Buy
8,686
+128
+1% +$8.26K 0.23% 81
2023
Q3 		$562K Buy
8,558
+213
+3% +$15.1K 0.26% 79
2023
Q2 		$614K Sell
8,345
-355
-4% -$30.3K 0.27% 80
2023
Q1 		$779K Hold
8,700
– – 0.36% 72
2022
Q4 		$678K Hold
8,700
– – 0.3% 83
2022
Q3 		$670K Hold
8,700
– – 0.32% 77
2022
Q2 		$657K Hold
8,700
– – 0.3% 80
2022
Q1 		$610K Sell
8,700
-150
-2% -$10.1K 0.25% 86
2021
Q4 		$605K Hold
8,850
– – 0.26% 86
2021
Q3 		$554K Buy
8,850
+2,015
+29% +$119K 0.22% 94
2021
Q2 		$410K Sell
6,835
-515
-7% -$31.9K 0.18% 98
2021
Q1 		$445K Buy
7,350
+725
+11% +$41.8K 0.2% 92
2020
Q4 		$369K Buy
6,625
+1,530
+30% +$92.6K 0.18% 94
2020
Q3 		$305K Buy
+5,095
New +$318K 0.16% 93

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
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
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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's GIS Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of General Mills (GIS) in Q2 2026, closing a stake of 6,074 shares — an estimated $211K sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in GIS in Q3 2020 and held it in 23 quarters. The position peaked at $779K in Q1 2023. 440 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 6,074 General Mills shares in Q2 2026, an estimated $211K.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in General Mills in Q3 2020 and held it in 23 quarters.
  • Carlton Hofferkamp & Jenks Wealth Management's General Mills position peaked at $779K in Q1 2023.
  • 440 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.