Copia Wealth Management’s General Mills GIS Stock Holding History

Copia 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 Q1	–	Sell	-13	Closed	-$829	–	463
2024 Q4	$829	Buy	+13	New	+$872	﹤0.01%	383

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Copia Wealth Management's GIS Position: Q1 2025 in Review

Copia Wealth Management sold out of General Mills (GIS) in Q1 2025, closing a stake of 13 shares — an estimated $829 sold.

Copia Wealth Management first reported a position in GIS in Q4 2024 and held it in 1 quarter. The position peaked at $829 in Q4 2024. 1,558 funds tracked by Wall St. Rank hold GIS as of Q1 2025.

Copia Wealth Management reported no remaining General Mills position as of Q1 2025 after selling out during the quarter.
Copia Wealth Management sold 13 General Mills shares in Q1 2025, an estimated $829.
Copia Wealth Management first reported a position in General Mills in Q4 2024 and held it in 1 quarter.
Copia Wealth Management's General Mills position peaked at $829 in Q4 2024.
1,558 funds tracked by Wall St. Rank held General Mills as of Q1 2025.

Based on Copia Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.