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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cyndeo Wealth Partners's GIS Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its General Mills (GIS) stake by 3,624% in Q1 2026, buying an estimated $9.18M and bringing the position to 217,332 shares worth $8.09M. The position accounts for 0.43% of the portfolio, ranked #79.

Cyndeo Wealth Partners first reported a position in GIS in Q4 2022 and has held it in 14 quarters since. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Cyndeo Wealth Partners held 217,332 shares of General Mills worth $8.09M as of Q1 2026.
  • Cyndeo Wealth Partners bought 211,496 General Mills shares in Q1 2026, an estimated $9.18M.
  • General Mills made up 0.43% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #79 holding.
  • Cyndeo Wealth Partners first reported a position in General Mills in Q4 2022 and has held it in 14 quarters since.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.