Congress Wealth Management’s General Mills GIS Stock Holding History

Congress 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	$1.99M	Buy	38,314 +7,919	+26%	+$437K	0.02%	559
2025 Q1	$1.81M	Buy	30,395 +4,445	+17%	+$267K	0.02%	514
2024 Q4	$1.65M	Sell	25,950 -10,103	-28%	-$678K	0.02%	437
2024 Q3	$2.66M	Buy	36,053 +21,903	+155%	+$1.52M	0.04%	379
2024 Q2	$895K	Buy	+14,150	New	+$972K	0.01%	447
2024 Q1	–	Sell	-3,863	Closed	-$252K	–	602
2023 Q4	$252K	Buy	3,863 +710	+23%	+$45.8K	﹤0.01%	558
2023 Q3	$202K	Sell	3,153 -720	-19%	-$50.9K	﹤0.01%	585
2023 Q2	$297K	Buy	3,873 +501	+15%	+$42.8K	0.01%	484
2023 Q1	$288K	Buy	3,372 +17	+0.5%	+$1.36K	0.01%	488
2022 Q4	$281K	Sell	3,355 -77	-2%	-$6.27K	0.01%	492
2022 Q3	$263K	Sell	3,432 -138	-4%	-$10.5K	0.01%	488
2022 Q2	$270K	Buy	3,570 +191	+6%	+$13.4K	0.01%	492
2022 Q1	$229K	Buy	+3,379	New	+$227K	0.01%	561

Other funds holding GIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Congress Wealth Management increased its General Mills (GIS) stake by 26% in Q2 2025, buying an estimated $437K and bringing the position to 38,314 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #559.

Congress Wealth Management first reported a position in GIS in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.66M in Q3 2024. 1,462 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

Congress Wealth Management held 38,314 shares of General Mills worth $1.99M as of Q2 2025.
Congress Wealth Management bought 7,919 General Mills shares in Q2 2025, an estimated $437K.
General Mills made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #559 holding.
Congress Wealth Management first reported a position in General Mills in Q1 2022 and has held it in 13 quarters since.
Congress Wealth Management's General Mills position peaked at $2.66M in Q3 2024.
1,462 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

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