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Centricity Wealth Management’s General Mills GIS Stock Holding History

Centricity 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 		$10.4K Hold
200
– – 0.01% 323
2025
Q1 		$12K Hold
200
– – 0.01% 303
2024
Q4 		$12.8K Buy
+200
New +$13.4K 0.01% 300

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Centricity Wealth Management's GIS Position: Q2 2025 in Review

Centricity Wealth Management held its General Mills (GIS) position steady in Q2 2025 at 200 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #323.

Centricity Wealth Management first reported a position in GIS in Q4 2024 and has held it in 3 quarters since. The position peaked at $12.8K in Q4 2024. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Centricity Wealth Management held 200 shares of General Mills worth $10.4K as of Q2 2025.
  • Centricity Wealth Management left its General Mills share count unchanged in Q2 2025.
  • General Mills made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #323 holding.
  • Centricity Wealth Management first reported a position in General Mills in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's General Mills position peaked at $12.8K in Q4 2024.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.