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CreativeOne Wealth’s General Mills GIS Stock Holding History

CreativeOne Wealth’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
Q2 		$3.06M Buy
87,809
+15,936
+22% +$550K 0.07% 284
2026
Q1 		$2.68M Buy
71,873
+16,184
+29% +$703K 0.06% 291
2025
Q4 		$2.59M Buy
55,689
+7,488
+16% +$356K 0.06% 282
2025
Q3 		$2.43M Buy
48,201
+3,548
+8% +$178K 0.06% 298
2025
Q2 		$2.31M Buy
44,653
+3,687
+9% +$203K 0.06% 305
2025
Q1 		$2.45M Buy
40,966
+20,492
+100% +$1.23M 0.07% 260
2024
Q4 		$1.31M Buy
20,474
+7,112
+53% +$477K 0.04% 390
2024
Q3 		$987K Buy
13,362
+5,955
+80% +$413K 0.03% 437
2024
Q2 		$469K Sell
7,407
-3,197
-30% -$220K 0.02% 493
2024
Q1 		$742K Buy
10,604
+4,413
+71% +$287K 0.03% 452
2023
Q4 		$403K Sell
6,191
-3,485
-36% -$225K 0.03% 418
2023
Q3 		$619K Buy
9,676
+1,541
+19% +$109K 0.04% 304
2023
Q2 		$624K Buy
8,135
+1,496
+23% +$128K 0.03% 433
2023
Q1 		$567K Buy
6,639
+2,091
+46% +$167K 0.03% 431
2022
Q4 		$381K Sell
4,548
-3,775
-45% -$307K 0.02% 505
2022
Q3 		$638K Buy
+8,323
New +$634K 0.04% 349
2022
Q2 		– Sell
-2,991
Closed -$203K – 742
2022
Q1 		$203K Sell
2,991
-237
-7% -$15.9K 0.01% 701
2021
Q4 		$217K Sell
3,228
-962
-23% -$61.1K 0.01% 699
2021
Q3 		$251K Buy
4,190
+131
+3% +$7.74K 0.01% 597
2021
Q2 		$248K Buy
4,059
+178
+5% +$11K 0.02% 592
2021
Q1 		$238K Sell
3,881
-133
-3% -$7.67K 0.02% 503
2020
Q4 		$236K Buy
+4,014
New +$243K 0.02% 441

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

CreativeOne Wealth's GIS Position: Q2 2026 in Review

CreativeOne Wealth increased its General Mills (GIS) stake by 22% in Q2 2026, buying an estimated $550K and bringing the position to 87,809 shares worth $3.06M. The position accounts for 0.07% of the portfolio, ranked #284.

CreativeOne Wealth first reported a position in GIS in Q4 2020 and has held it in 22 quarters since. 1,330 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • CreativeOne Wealth held 87,809 shares of General Mills worth $3.06M as of Q2 2026.
  • CreativeOne Wealth bought 15,936 General Mills shares in Q2 2026, an estimated $550K.
  • General Mills made up 0.07% of CreativeOne Wealth's portfolio in Q2 2026, its #284 holding.
  • CreativeOne Wealth first reported a position in General Mills in Q4 2020 and has held it in 22 quarters since.
  • 1,330 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.