CF
GIS icon

Convergence Financial’s General Mills GIS Stock Holding History

Convergence 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
Q3 		– Sell
-4,849
Closed -$251K – 193
2025
Q2 		$251K Sell
4,849
-760
-14% -$41.9K 0.04% 167
2025
Q1 		$335K Buy
5,609
+1,291
+30% +$77.6K 0.07% 127
2024
Q4 		$275K Buy
4,318
+578
+15% +$38.8K 0.05% 126
2024
Q3 		$276K Sell
3,740
-946
-20% -$65.5K 0.06% 130
2024
Q2 		$296K Buy
+4,686
New +$322K 0.08% 124

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Convergence Financial's GIS Position: Q3 2025 in Review

Convergence Financial sold out of General Mills (GIS) in Q3 2025, closing a stake of 4,849 shares — an estimated $251K sold.

Convergence Financial first reported a position in GIS in Q2 2024 and held it in 5 quarters. The position peaked at $335K in Q1 2025. 1,425 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • Convergence Financial reported no remaining General Mills position as of Q3 2025 after selling out during the quarter.
  • Convergence Financial sold 4,849 General Mills shares in Q3 2025, an estimated $251K.
  • Convergence Financial first reported a position in General Mills in Q2 2024 and held it in 5 quarters.
  • Convergence Financial's General Mills position peaked at $335K in Q1 2025.
  • 1,425 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on Convergence Financial's 13F filing for Q3 2025, filed 10 Nov 2025.