Financial Gravity Asset Management’s General Mills GIS Stock Holding History

Financial Gravity Asset 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
2025 Q1	$5.98K	Buy	+100	New	+$6.01K	﹤0.01%	699
2021 Q3	$60K	Sell	123 -24	-16%	-$1.42K	0.03%	493
2021 Q2	$61K	Buy	+147	New	+$9.09K	0.02%	499
2020 Q4	$2K	Buy	+40	New	+$2.42K	﹤0.01%	318
2019 Q4	$58K	Sell	115 -45	-28%	-$2.37K	0.04%	560
2019 Q3	$9K	Sell	160 -175	-52%	-$9.43K	0.01%	620
2019 Q2	$18K	Buy	335 +227	+210%	+$11.7K	0.01%	495
2019 Q1	$6K	Buy	+108	New	+$4.89K	﹤0.01%	648
2018 Q3	$134K	Sell	3,041 -1,227	-29%	-$55.6K	0.14%	167
2018 Q2	$193K	Buy	4,268 +970	+29%	+$42.5K	0.18%	121
2018 Q1	$140K	Buy	+3,298	New	+$179K	0.14%	149

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Gravity Asset Management's GIS Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in General Mills (GIS) in Q1 2025: 100 shares worth $5.98K. The stake represents ﹤0.01% of the portfolio and ranks #699 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in GIS as recently as Q3 2021.

Financial Gravity Asset Management first reported a position in GIS in Q1 2018 and has held it in 11 quarters since. The position peaked at $193K in Q2 2018. 1,557 funds tracked by Wall St. Rank hold GIS as of Q1 2025.

Financial Gravity Asset Management held 100 shares of General Mills worth $5.98K as of Q1 2025.
General Mills was a new Financial Gravity Asset Management position in Q1 2025.
General Mills made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #699 holding.
Financial Gravity Asset Management first reported a position in General Mills in Q1 2018 and has held it in 11 quarters since.
Financial Gravity Asset Management's General Mills position peaked at $193K in Q2 2018.
1,557 funds tracked by Wall St. Rank held General Mills as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.