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Daymark Wealth Partners’s General Mills GIS Stock Holding History

Daymark 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 		$705K Sell
20,247
-7,069
-26% -$244K 0.02% 397
2026
Q1 		$1.02M Buy
27,316
+12,236
+81% +$531K 0.03% 292
2025
Q4 		$701K Buy
15,080
+1,172
+8% +$55.7K 0.02% 331
2025
Q3 		$701K Sell
13,908
-940
-6% -$47.1K 0.02% 323
2025
Q2 		$769K Buy
14,848
+87
+0.6% +$4.8K 0.03% 293
2025
Q1 		$883K Sell
14,761
-2,409
-14% -$145K 0.04% 260
2024
Q4 		$1.09M Sell
17,170
-398
-2% -$26.7K 0.05% 228
2024
Q3 		$1.3M Sell
17,568
-228
-1% -$15.8K 0.05% 210
2024
Q2 		$1.13M Buy
17,796
+5,265
+42% +$362K 0.05% 223
2024
Q1 		$877K Buy
12,531
+2,819
+29% +$184K 0.05% 213
2023
Q4 		$633K Sell
9,712
-18
-0.2% -$1.16K 0.04% 230
2023
Q3 		$623K Buy
9,730
+363
+4% +$25.7K 0.04% 219
2023
Q2 		$718K Buy
9,367
+6,817
+267% +$583K 0.05% 194
2023
Q1 		$218K Buy
2,550
+40
+2% +$3.19K 0.03% 274
2022
Q4 		$210K Buy
+2,510
New +$204K 0.04% 214

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

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

Daymark Wealth Partners reduced its General Mills (GIS) stake by 26% in Q2 2026, selling an estimated $244K and leaving 20,247 shares worth $705K. The position accounts for 0.02% of the portfolio, ranked #397.

Daymark Wealth Partners first reported a position in GIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.3M in Q3 2024. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Daymark Wealth Partners held 20,247 shares of General Mills worth $705K as of Q2 2026.
  • Daymark Wealth Partners sold 7,069 General Mills shares in Q2 2026, an estimated $244K.
  • General Mills made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #397 holding.
  • Daymark Wealth Partners first reported a position in General Mills in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's General Mills position peaked at $1.3M in Q3 2024.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.