Focus Partners Wealth
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Focus Partners Wealth’s General Mills GIS Stock Holding History

Focus Partners Wealth’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
Q1 		$20.1M Buy
538,704
+28,843
+6% +$1.25M 0.02% 497
2025
Q4 		$23.7M Sell
509,861
-21,259
-4% -$1.01M 0.03% 443
2025
Q3 		$26.8M Sell
531,120
-87,612
-14% -$4.39M 0.04% 336
2025
Q2 		$32.1M Sell
618,732
-32,318
-5% -$1.78M 0.07% 262
2025
Q1 		$38.9M Sell
651,050
-53,653
-8% -$3.22M 0.1% 208
2024
Q4 		$44.9M Buy
704,703
+308,585
+78% +$20.7M 0.12% 171
2024
Q3 		$29.3M Sell
396,118
-511,398
-56% -$35.4M 0.09% 214
2024
Q2 		$57.4M Buy
907,516
+779,921
+611% +$53.6M 0.19% 122
2024
Q1 		$8.93M Buy
127,595
+25,160
+25% +$1.64M 0.07% 231
2023
Q4 		$6.67M Buy
+102,435
New +$6.61M 0.09% 192

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Focus Partners Wealth's GIS Position: Q1 2026 in Review

Focus Partners Wealth increased its General Mills (GIS) stake by 5.7% in Q1 2026, buying an estimated $1.25M and bringing the position to 538,704 shares worth $20.1M. The position accounts for 0.02% of the portfolio, ranked #497.

Focus Partners Wealth first reported a position in GIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $57.4M in Q2 2024. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Focus Partners Wealth held 538,704 shares of General Mills worth $20.1M as of Q1 2026.
  • Focus Partners Wealth bought 28,843 General Mills shares in Q1 2026, an estimated $1.25M.
  • General Mills made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #497 holding.
  • Focus Partners Wealth first reported a position in General Mills in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's General Mills position peaked at $57.4M in Q2 2024.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.