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Cyndeo Wealth Partners’s General Mills GIS Stock Holding History

Cyndeo 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 		$8.34M Buy
239,788
+22,456
+10% +$775K 0.39% 82
2026
Q1 		$8.09M Buy
217,332
+211,496
+3,624% +$9.18M 0.43% 79
2025
Q4 		$271K Buy
5,836
+952
+19% +$45.2K 0.01% 416
2025
Q3 		$246K Sell
4,884
-276
-5% -$13.8K 0.01% 430
2025
Q2 		$267K Sell
5,160
-25
-0.5% -$1.38K 0.02% 403
2025
Q1 		$310K Sell
5,185
-93,483
-95% -$5.62M 0.02% 361
2024
Q4 		$6.29M Buy
98,668
+7,016
+8% +$471K 0.43% 76
2024
Q3 		$6.77M Buy
91,652
+87,080
+1,905% +$6.03M 0.47% 63
2024
Q2 		$289K Sell
4,572
-91
-2% -$6.25K 0.02% 338
2024
Q1 		$326K Buy
4,663
+36
+0.8% +$2.34K 0.03% 315
2023
Q4 		$301K Buy
4,627
+20
+0.4% +$1.29K 0.03% 315
2023
Q3 		$295K Sell
4,607
-71
-2% -$5.02K 0.03% 279
2023
Q2 		$359K Hold
4,678
– – 0.04% 244
2023
Q1 		$400K Sell
4,678
-200
-4% -$16K 0.04% 237
2022
Q4 		$409K Buy
+4,878
New +$397K 0.05% 232

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

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

Cyndeo Wealth Partners increased its General Mills (GIS) stake by 10% in Q2 2026, buying an estimated $775K and bringing the position to 239,788 shares worth $8.34M. The position accounts for 0.39% of the portfolio, ranked #82.

Cyndeo Wealth Partners first reported a position in GIS in Q4 2022 and has held it in 15 quarters since. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Cyndeo Wealth Partners held 239,788 shares of General Mills worth $8.34M as of Q2 2026.
  • Cyndeo Wealth Partners bought 22,456 General Mills shares in Q2 2026, an estimated $775K.
  • General Mills made up 0.39% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #82 holding.
  • Cyndeo Wealth Partners first reported a position in General Mills in Q4 2022 and has held it in 15 quarters since.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.