DWM
GIS icon

Diversify Wealth Management’s General Mills GIS Stock Holding History

Diversify Wealth Management’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 		$394K Sell
10,754
-9,238
-46% -$319K 0.01% 951
2026
Q1 		$689K Buy
19,992
+8,406
+73% +$365K 0.01% 717
2025
Q4 		$513K Buy
11,586
+164
+1% +$7.79K 0.02% 436
2025
Q3 		$530K Sell
11,422
-96
-0.8% -$4.81K 0.03% 368
2025
Q2 		$566K Buy
11,518
+70
+0.6% +$3.86K 0.04% 353
2025
Q1 		$643K Sell
11,448
-155
-1% -$9.31K 0.05% 311
2024
Q4 		$679K Buy
11,603
+1,956
+20% +$131K 0.05% 288
2024
Q3 		$662K Sell
9,647
-50
-0.5% -$3.46K 0.06% 254
2024
Q2 		$662K Buy
+9,697
New +$666K 0.08% 221

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's GIS Position: Q2 2026 in Review

Diversify Wealth Management reduced its General Mills (GIS) stake by 46% in Q2 2026, selling an estimated $319K and leaving 10,754 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #951.

Diversify Wealth Management first reported a position in GIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $689K in Q1 2026. 1,343 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Diversify Wealth Management held 10,754 shares of General Mills worth $394K as of Q2 2026.
  • Diversify Wealth Management sold 9,238 General Mills shares in Q2 2026, an estimated $319K.
  • General Mills made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #951 holding.
  • Diversify Wealth Management first reported a position in General Mills in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's General Mills position peaked at $689K in Q1 2026.
  • 1,343 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.