CTWM
GIS icon

Cherry Tree Wealth Management’s General Mills GIS Stock Holding History

Cherry Tree 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 		$134K Buy
3,598
+45
+1% +$1.95K 0.03% 190
2025
Q4 		$165K Sell
3,553
-1,399
-28% -$66.5K 0.03% 178
2025
Q3 		$250K Sell
4,952
-1
-0% -$50 0.05% 146
2025
Q2 		$257K Sell
4,953
-7
-0.1% -$386 0.06% 144
2025
Q1 		$297K Buy
4,960
+44
+0.9% +$2.64K 0.07% 131
2024
Q4 		$313K Buy
4,916
+39
+0.8% +$2.62K 0.08% 123
2024
Q3 		$360K Buy
4,877
+40
+0.8% +$2.77K 0.09% 120
2024
Q2 		$306K Sell
4,837
-28
-0.6% -$1.92K 0.08% 130
2024
Q1 		$340K Buy
4,865
+40
+0.8% +$2.6K 0.09% 119
2023
Q4 		$314K Buy
4,825
+39
+0.8% +$2.52K 0.08% 119
2023
Q3 		$306K Buy
4,786
+35
+0.7% +$2.47K 0.09% 112
2023
Q2 		$364K Buy
+4,751
New +$406K 0.11% 101

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cherry Tree Wealth Management's GIS Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its General Mills (GIS) stake by 1.3% in Q1 2026, buying an estimated $1.95K and bringing the position to 3,598 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #190.

Cherry Tree Wealth Management first reported a position in GIS in Q2 2023 and has held it in 12 quarters since. The position peaked at $364K in Q2 2023. 1,310 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Cherry Tree Wealth Management held 3,598 shares of General Mills worth $134K as of Q1 2026.
  • Cherry Tree Wealth Management bought 45 General Mills shares in Q1 2026, an estimated $1.95K.
  • General Mills made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #190 holding.
  • Cherry Tree Wealth Management first reported a position in General Mills in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's General Mills position peaked at $364K in Q2 2023.
  • 1,310 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.