CWM
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Compass Wealth Management’s General Mills GIS Stock Holding History

Compass 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 		– Sell
-1,430
Closed -$85.5K – 245
2025
Q1 		$85.5K Hold
1,430
– – 0.02% 203
2024
Q4 		$91.2K Buy
1,430
+430
+43% +$28.8K 0.02% 205
2024
Q3 		$73.8K Hold
1,000
– – 0.02% 220
2024
Q2 		$63.3K Hold
1,000
– – 0.02% 230
2024
Q1 		$70K Hold
1,000
– – 0.02% 222
2023
Q4 		$65.1K Hold
1,000
– – 0.02% 224
2023
Q3 		$64K Hold
1,000
– – 0.02% 216
2023
Q2 		$76.7K Hold
1,000
– – 0.02% 203
2023
Q1 		$85.5K Hold
1,000
– – 0.03% 195
2022
Q4 		$83.8K Buy
+1,000
New +$81.4K 0.03% 196

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

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

Compass Wealth Management sold out of General Mills (GIS) in Q2 2025, closing a stake of 1,430 shares — an estimated $85.5K sold.

Compass Wealth Management first reported a position in GIS in Q4 2022 and held it in 10 quarters. The position peaked at $91.2K in Q4 2024. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Compass Wealth Management reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 1,430 General Mills shares in Q2 2025, an estimated $85.5K.
  • Compass Wealth Management first reported a position in General Mills in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's General Mills position peaked at $91.2K in Q4 2024.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.