Finivi Inc’s General Mills GIS Stock Holding History

Finivi Inc’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 Q4	–	Sell	-7,739	Closed	-$390K	–	104
2025 Q3	$390K	Sell	7,739 -21	-0.3%	-$1.05K	0.25%	76
2025 Q2	$402K	Sell	7,760 -165	-2%	-$9.11K	0.27%	71
2025 Q1	$474K	Buy	7,925 +179	+2%	+$10.8K	0.38%	60
2024 Q4	$494K	Buy	+7,746	New	+$520K	0.39%	61

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Finivi Inc's GIS Position: Q4 2025 in Review

Finivi Inc sold out of General Mills (GIS) in Q4 2025, closing a stake of 7,739 shares — an estimated $390K sold.

Finivi Inc first reported a position in GIS in Q4 2024 and held it in 4 quarters. The position peaked at $494K in Q4 2024. 1,412 funds tracked by Wall St. Rank hold GIS as of Q4 2025.

Finivi Inc reported no remaining General Mills position as of Q4 2025 after selling out during the quarter.
Finivi Inc sold 7,739 General Mills shares in Q4 2025, an estimated $390K.
Finivi Inc first reported a position in General Mills in Q4 2024 and held it in 4 quarters.
Finivi Inc's General Mills position peaked at $494K in Q4 2024.
1,412 funds tracked by Wall St. Rank held General Mills as of Q4 2025.

Based on Finivi Inc's 13F filing for Q4 2025, filed 27 Jan 2026.