Cassaday & Co Wealth Management’s General Mills GIS Stock Holding History

Cassaday & Co 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 Q1	$32.1K	Buy	+864	New	+$37.5K	﹤0.01%	704
2024 Q4	–	Sell	-3,822	Closed	-$282K	–	326
2024 Q3	$282K	Sell	3,822 -30	-0.8%	-$2.08K	0.01%	253
2024 Q2	$244K	Sell	3,852 -621	-14%	-$42.6K	0.01%	256
2024 Q1	$313K	Buy	4,473 +695	+18%	+$45.3K	0.01%	220
2023 Q4	$246K	Buy	3,778 +6	+0.2%	+$387	0.01%	243
2023 Q3	$241K	Buy	3,772 +48	+1%	+$3.39K	0.01%	218
2023 Q2	$286K	Sell	3,724 -48	-1%	-$4.1K	0.01%	200
2023 Q1	$322K	Sell	3,772 -190	-5%	-$15.2K	0.01%	198
2022 Q4	$332K	Buy	+3,962	New	+$323K	0.02%	189

Other funds holding GIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassaday & Co Wealth Management's GIS Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in General Mills (GIS) in Q1 2026: 864 shares worth $32.1K. The stake represents ﹤0.01% of the portfolio and ranks #704 among its holdings. This is a return to the name: Cassaday & Co Wealth Management previously reported a position in GIS as recently as Q3 2024.

Cassaday & Co Wealth Management first reported a position in GIS in Q4 2022 and has held it in 9 quarters since. The position peaked at $332K in Q4 2022. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

Cassaday & Co Wealth Management held 864 shares of General Mills worth $32.1K as of Q1 2026.
General Mills was a new Cassaday & Co Wealth Management position in Q1 2026.
General Mills made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #704 holding.
Cassaday & Co Wealth Management first reported a position in General Mills in Q4 2022 and has held it in 9 quarters since.
Cassaday & Co Wealth Management's General Mills position peaked at $332K in Q4 2022.
1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.