Claris Financial’s General Mills GIS Stock Holding History

Claris Financial’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	–	Sell	-4,107	Closed	-$262K	–	143
2025 Q1	$262K	Hold	4,107	–	–	0.17%	129
2024 Q4	$262K	Buy	+4,107	New	+$276K	0.17%	129

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Claris Financial's GIS Position: Q2 2025 in Review

Claris Financial sold out of General Mills (GIS) in Q2 2025, closing a stake of 4,107 shares — an estimated $262K sold.

Claris Financial first reported a position in GIS in Q4 2024 and held it in 2 quarters. The position peaked at $262K in Q1 2025. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

Claris Financial reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
Claris Financial sold 4,107 General Mills shares in Q2 2025, an estimated $262K.
Claris Financial first reported a position in General Mills in Q4 2024 and held it in 2 quarters.
Claris Financial's General Mills position peaked at $262K in Q1 2025.
1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Claris Financial's 13F filing for Q2 2025, filed 26 Aug 2025.