EWM
GIS icon

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
Q3 		$1.24M Sell
38,676
-7,599
-16% -$283K 0.61% 22
2026
Q2 		$1.61M Buy
46,275
+6,664
+17% +$230K 0.82% 19
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

Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Echo Wealth Management's GIS Position: Q3 2026 in Review

Echo Wealth Management reduced its General Mills (GIS) stake by 16% in Q3 2026, selling an estimated $283K and leaving 38,676 shares worth $1.24M. The position accounts for 0.61% of the portfolio, ranked #22.

Echo Wealth Management first reported a position in GIS in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.59M in Q1 2024. 192 funds tracked by Wall St. Rank hold GIS as of Q3 2026.

  • Echo Wealth Management held 38,676 shares of General Mills worth $1.24M as of Q3 2026.
  • Echo Wealth Management sold 7,599 General Mills shares in Q3 2026, an estimated $283K.
  • General Mills made up 0.61% of Echo Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Echo Wealth Management first reported a position in General Mills in Q4 2020 and has held it in 21 quarters since.
  • Echo Wealth Management's General Mills position peaked at $4.59M in Q1 2024.
  • 192 funds tracked by Wall St. Rank held General Mills as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.