Concord Wealth Partners
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Concord Wealth Partners’s General Mills GIS Stock Holding History

Concord Wealth Partners’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
Q3 		$11.7K Sell
363
-1
-0.3% -$37 ﹤0.01% 531
2026
Q2 		$12.7K Buy
+364
New +$12.6K ﹤0.01% 542
2026
Q1 		– Sell
-361
Closed -$16.8K – 425
2025
Q4 		$16.8K Buy
361
+72
+25% +$3.42K ﹤0.01% 466
2025
Q3 		$14.6K Sell
289
-125
-30% -$6.27K ﹤0.01% 492
2025
Q2 		$21.4K Buy
414
+139
+51% +$7.67K ﹤0.01% 453
2025
Q1 		$16.4K Sell
275
-25
-8% -$1.5K ﹤0.01% 456
2024
Q4 		$19.1K Hold
300
– – ﹤0.01% 460
2024
Q3 		$22.2K Hold
300
– – ﹤0.01% 457
2024
Q2 		$19K Hold
300
– – ﹤0.01% 433
2024
Q1 		$21K Hold
300
– – ﹤0.01% 481
2023
Q4 		$19.5K Sell
300
-46
-13% -$2.97K ﹤0.01% 479
2023
Q3 		$22.1K Hold
346
– – ﹤0.01% 494
2023
Q2 		$26.5K Hold
346
– – 0.01% 462
2023
Q1 		$29.6K Sell
346
-61
-15% -$4.87K 0.01% 427
2022
Q4 		$34.2K Buy
+407
New +$33.1K 0.01% 438
2022
Q3 		– Sell
-424
Closed -$32K – 536
2022
Q2 		$32K Sell
424
-531
-56% -$37.2K 0.01% 444
2022
Q1 		$65K Buy
955
+1
+0.1% +$67 0.02% 383
2021
Q4 		$64K Buy
954
+70
+8% +$4.45K 0.02% 408
2021
Q3 		$53K Sell
884
-18
-2% -$1.06K 0.02% 211
2021
Q2 		$55K Sell
902
-125
-12% -$7.73K 0.02% 340
2021
Q1 		$63K Buy
1,027
+87
+9% +$5.02K 0.02% 295
2020
Q4 		$55K Buy
+940
New +$56.9K 0.04% 193

Other funds holding GIS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Concord Wealth Partners's GIS Position: Q3 2026 in Review

Concord Wealth Partners reduced its General Mills (GIS) stake by 0.27% in Q3 2026, selling an estimated $37 and leaving 363 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Concord Wealth Partners first reported a position in GIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $65K in Q1 2022. 1,088 funds tracked by Wall St. Rank hold GIS as of Q3 2026.

  • Concord Wealth Partners held 363 shares of General Mills worth $11.7K as of Q3 2026.
  • Concord Wealth Partners sold 1 General Mills share in Q3 2026, an estimated $37.
  • General Mills made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #531 holding.
  • Concord Wealth Partners first reported a position in General Mills in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's General Mills position peaked at $65K in Q1 2022.
  • 1,088 funds tracked by Wall St. Rank held General Mills as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.