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Family Wealth Partners’s General Mills GIS Stock Holding History

Family 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 		– Sell
-5,587
Closed -$208K – 117
2026
Q1 		$208K Buy
+5,587
New +$243K 0.07% 101

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CLOS
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Sumitomo Mitsui Trust Group
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AssetMark Inc
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AA
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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

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

Family Wealth Partners sold out of General Mills (GIS) in Q2 2026, closing a stake of 5,587 shares — an estimated $208K sold.

Family Wealth Partners first reported a position in GIS in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 551 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Family Wealth Partners reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
  • Family Wealth Partners sold 5,587 General Mills shares in Q2 2026, an estimated $208K.
  • Family Wealth Partners first reported a position in General Mills in Q1 2026 and held it in 1 quarter.
  • Family Wealth Partners's General Mills position peaked at $208K in Q1 2026.
  • 551 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.