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Clearview Wealth Advisors’s General Mills GIS Stock Holding History

Clearview Wealth Advisors’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
-3,684
Closed -$220K – 103
2025
Q1 		$220K Sell
3,684
-96
-3% -$5.77K 0.16% 96
2024
Q4 		$241K Sell
3,780
-142
-4% -$9.53K 0.18% 87
2024
Q3 		$290K Sell
3,922
-104
-3% -$7.21K 0.22% 80
2024
Q2 		$255K Sell
4,026
-202
-5% -$13.9K 0.22% 85
2024
Q1 		$296K Sell
4,228
-54
-1% -$3.52K 0.3% 88
2023
Q4 		$279K Sell
4,282
-157
-4% -$10.1K 0.33% 97
2023
Q3 		$284K Sell
4,439
-8,936
-67% -$631K 0.35% 95
2023
Q2 		$1.03M Buy
13,375
+8,367
+167% +$715K 1.04% 21
2023
Q1 		$428K Sell
5,008
-1,653
-25% -$132K 0.43% 69
2022
Q4 		$559K Buy
6,661
+26
+0.4% +$2.12K 0.43% 57
2022
Q3 		$508K Buy
6,635
+186
+3% +$14.2K 0.4% 45
2022
Q2 		$487K Sell
6,449
-16
-0.2% -$1.12K 0.36% 53
2022
Q1 		$438K Buy
6,465
+142
+2% +$9.52K 0.29% 60
2021
Q4 		$426K Sell
6,323
-222
-3% -$14.1K 0.26% 78
2021
Q3 		$392K Buy
6,545
+307
+5% +$18.1K 0.25% 78
2021
Q2 		$380K Buy
6,238
+53
+0.9% +$3.28K 0.23% 82
2021
Q1 		$379K Sell
6,185
-26
-0.4% -$1.5K 0.25% 80
2020
Q4 		$365K Buy
+6,211
New +$376K 0.25% 76

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clearview Wealth Advisors's GIS Position: Q2 2025 in Review

Clearview Wealth Advisors sold out of General Mills (GIS) in Q2 2025, closing a stake of 3,684 shares — an estimated $220K sold.

Clearview Wealth Advisors first reported a position in GIS in Q4 2020 and held it in 18 quarters. The position peaked at $1.03M in Q2 2023. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Clearview Wealth Advisors reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
  • Clearview Wealth Advisors sold 3,684 General Mills shares in Q2 2025, an estimated $220K.
  • Clearview Wealth Advisors first reported a position in General Mills in Q4 2020 and held it in 18 quarters.
  • Clearview Wealth Advisors's General Mills position peaked at $1.03M in Q2 2023.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Clearview Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.