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Echo Wealth Management’s General Mills GIS Stock Holding History

Echo 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
Q1 		$1.47M Buy
39,611
+3,531
+10% +$153K 0.85% 19
2025
Q4 		$1.68M Buy
36,080
+1,738
+5% +$82.6K 0.98% 20
2025
Q3 		$1.73M Buy
34,342
+2,895
+9% +$145K 1.01% 20
2025
Q2 		$1.63M Buy
31,447
+3,107
+11% +$171K 1% 20
2025
Q1 		$1.69M Sell
28,340
-12,056
-30% -$724K 1.14% 20
2024
Q4 		$2.58M Buy
40,396
+11,474
+40% +$770K 1.78% 16
2024
Q3 		$2.08M Sell
28,922
-33,688
-54% -$2.33M 1.46% 18
2024
Q2 		$3.96M Sell
62,610
-3,035
-5% -$208K 2.99% 12
2024
Q1 		$4.59M Buy
65,645
+32,257
+97% +$2.1M 3.81% 10
2023
Q4 		$2.16M Buy
33,388
+20,861
+167% +$1.35M 2.01% 15
2023
Q3 		$802K Buy
+12,527
New +$885K 0.86% 25
2022
Q4 		– Sell
-2,736
Closed -$212K – 47
2022
Q3 		$212K Sell
2,736
-236
-8% -$18K 0.28% 42
2022
Q2 		$224K Sell
2,972
-7,192
-71% -$504K 0.3% 45
2022
Q1 		$720K Sell
10,164
-9,828
-49% -$659K 0.85% 24
2021
Q4 		$1.38M Buy
19,992
+4,389
+28% +$279K 1.57% 20
2021
Q3 		$959K Buy
15,603
+8,945
+134% +$529K 1.14% 22
2021
Q2 		$397K Sell
6,658
-1,228
-16% -$76K 0.51% 36
2021
Q1 		$484K Hold
7,886
– – 0.61% 33
2020
Q4 		$464K Buy
+7,886
New +$477K 0.61% 30

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

Echo Wealth Management's GIS Position: Q1 2026 in Review

Echo Wealth Management increased its General Mills (GIS) stake by 9.8% in Q1 2026, buying an estimated $153K and bringing the position to 39,611 shares worth $1.47M. The position accounts for 0.85% of the portfolio, ranked #19.

Echo Wealth Management first reported a position in GIS in Q4 2020 and has held it in 19 quarters since. The position peaked at $4.59M in Q1 2024. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Echo Wealth Management held 39,611 shares of General Mills worth $1.47M as of Q1 2026.
  • Echo Wealth Management bought 3,531 General Mills shares in Q1 2026, an estimated $153K.
  • General Mills made up 0.85% of Echo Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Echo Wealth Management first reported a position in General Mills in Q4 2020 and has held it in 19 quarters since.
  • Echo Wealth Management's General Mills position peaked at $4.59M in Q1 2024.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Echo Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.