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Curated Wealth Partners’s General Mills GIS Stock Holding History

Curated 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
Q2 		– Sell
-8,000
Closed -$298K – 857
2026
Q1 		$298K Buy
+8,000
New +$347K 0.04% 157

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PJWM
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Curated Wealth Partners's GIS Position: Q2 2026 in Review

Curated Wealth Partners sold out of General Mills (GIS) in Q2 2026, closing a stake of 8,000 shares — an estimated $298K sold.

Curated Wealth Partners first reported a position in GIS in Q1 2026 and held it in 1 quarter. The position peaked at $298K in Q1 2026. 426 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Curated Wealth Partners reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 8,000 General Mills shares in Q2 2026, an estimated $298K.
  • Curated Wealth Partners first reported a position in General Mills in Q1 2026 and held it in 1 quarter.
  • Curated Wealth Partners's General Mills position peaked at $298K in Q1 2026.
  • 426 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.