Elevation Wealth Partners
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Elevation Wealth Partners’s General Mills GIS Stock Holding History

Elevation 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
Q3 		$26.5K Buy
824
+60
+8% +$2.24K 0.01% 593
2026
Q2 		$26.6K Buy
+764
New +$26.4K 0.01% 494
2026
Q1 		– Sell
-35
Closed -$1.52K – 1075
2025
Q4 		$1.64K Sell
35
-33
-49% -$1.57K ﹤0.01% 812
2025
Q3 		$3.44K Buy
+68
New +$3.41K ﹤0.01% 540
2025
Q2 		– Hold
0
– – – 482
2025
Q1 		– Hold
0
– – – 490
2024
Q4 		– Hold
0
– – – 493
2024
Q3 		– Hold
0
– – – 473
2024
Q2 		– Hold
0
– – – 505
2024
Q1 		– Hold
0
– – – 473
2023
Q4 		– Hold
0
– – – 439
2023
Q3 		– Hold
0
– – – 340
2023
Q2 		– Hold
0
– – – 342
2023
Q1 		– Hold
0
– – – 341

Other funds holding GIS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.8B AUM 25.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Elevation Wealth Partners's GIS Position: Q3 2026 in Review

Elevation Wealth Partners increased its General Mills (GIS) stake by 7.9% in Q3 2026, buying an estimated $2.24K and bringing the position to 824 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #593.

Elevation Wealth Partners first reported a position in GIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $26.6K in Q2 2026. 601 funds tracked by Wall St. Rank hold GIS as of Q3 2026.

  • Elevation Wealth Partners held 824 shares of General Mills worth $26.5K as of Q3 2026.
  • Elevation Wealth Partners bought 60 General Mills shares in Q3 2026, an estimated $2.24K.
  • General Mills made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #593 holding.
  • Elevation Wealth Partners first reported a position in General Mills in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's General Mills position peaked at $26.6K in Q2 2026.
  • 601 funds tracked by Wall St. Rank held General Mills as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.