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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Elevation Wealth Partners's GIS Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in General Mills (GIS) in Q2 2026: 764 shares worth $26.6K. The stake represents 0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in GIS as recently as Q4 2025.

Elevation Wealth Partners first reported a position in GIS in Q3 2025 and has held it in 3 quarters since. 457 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Elevation Wealth Partners held 764 shares of General Mills worth $26.6K as of Q2 2026.
  • General Mills was a new Elevation Wealth Partners position in Q2 2026.
  • General Mills made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #494 holding.
  • Elevation Wealth Partners first reported a position in General Mills in Q3 2025 and has held it in 3 quarters since.
  • 457 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.