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Dynamic Wealth Strategies’s General Mills GIS Stock Holding History

Dynamic Wealth Strategies’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 		$11.2K Hold
321
– – 0.01% 231
2026
Q1 		$11.9K Hold
321
– – 0.01% 217
2025
Q4 		$14.9K Sell
321
-256
-44% -$12.2K 0.01% 189
2025
Q3 		$29.1K Hold
577
– – 0.02% 151
2025
Q2 		$29.9K Hold
577
– – 0.02% 144
2025
Q1 		$34.5K Buy
+577
New +$34.7K 0.03% 149
2024
Q4 		– Sell
-577
Closed -$43K – 132
2024
Q3 		$43K Sell
577
-149
-21% -$10.3K 0.04% 134
2024
Q2 		$46K Hold
726
– – 0.04% 126
2024
Q1 		$51K Hold
726
– – 0.04% 124
2023
Q4 		$47.3K Buy
+726
New +$46.9K 0.04% 124

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

Dynamic Wealth Strategies's GIS Position: Q2 2026 in Review

Dynamic Wealth Strategies held its General Mills (GIS) position steady in Q2 2026 at 321 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #231.

Dynamic Wealth Strategies first reported a position in GIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $51K in Q1 2024. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Dynamic Wealth Strategies held 321 shares of General Mills worth $11.2K as of Q2 2026.
  • Dynamic Wealth Strategies left its General Mills share count unchanged in Q2 2026.
  • General Mills made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #231 holding.
  • Dynamic Wealth Strategies first reported a position in General Mills in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's General Mills position peaked at $51K in Q1 2024.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.