PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s General Mills GIS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
2026 Q2	$46.3K	Sell	1,330 -50	-4%	-$1.73K	0.01%	331
2026 Q1	$51.4K	Hold	1,380	–	–	0.02%	296
2025 Q4	$64.2K	Hold	1,380	–	–	0.02%	277
2025 Q3	$69.6K	Hold	1,380	–	–	0.02%	242
2025 Q2	$71.5K	Hold	1,380	–	–	0.02%	231
2025 Q1	$82.5K	Hold	1,380	–	–	0.03%	213
2024 Q4	$88K	Sell	1,380 -50	-3%	-$3.35K	0.04%	198
2024 Q3	$106K	Hold	1,430	–	–	0.05%	158
2024 Q2	$90.5K	Hold	1,430	–	–	0.05%	159
2024 Q1	$100K	Hold	1,430	–	–	0.07%	148
2023 Q4	$93.2K	Hold	1,430	–	–	0.06%	145
2023 Q3	$91.5K	Hold	1,430	–	–	0.07%	135
2023 Q2	$110K	Hold	1,430	–	–	0.08%	122
2023 Q1	$122K	Hold	1,430	–	–	0.1%	108
2022 Q4	$120K	Buy	+1,430	New	+$116K	0.1%	106

Other funds holding GIS

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GIS Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its General Mills (GIS) stake by 3.6% in Q2 2026, selling an estimated $1.73K and leaving 1,330 shares worth $46.3K. The position accounts for 0.01% of the portfolio, ranked #331.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $122K in Q1 2023. 767 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,330 shares of General Mills worth $46.3K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 50 General Mills shares in Q2 2026, an estimated $1.73K.
General Mills made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #331 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in General Mills in Q4 2022 and has held it in 15 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s General Mills position peaked at $122K in Q1 2023.
767 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.