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Forte Capital’s General Mills GIS Stock Holding History

Forte Capital’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
Q2 		$1.47M Buy
28,379
+2,302
+9% +$127K 0.16% 100
2025
Q1 		$1.56M Buy
26,077
+460
+2% +$27.6K 0.19% 94
2024
Q4 		$1.63M Sell
25,617
-2,218
-8% -$149K 0.18% 90
2024
Q3 		$2.06M Sell
27,835
-49
-0.2% -$3.4K 0.23% 81
2024
Q2 		$1.76M Buy
27,884
+270
+1% +$18.5K 0.21% 86
2024
Q1 		$1.93M Sell
27,614
-369
-1% -$24K 0.24% 80
2023
Q4 		$1.82M Buy
27,983
+456
+2% +$29.4K 0.25% 79
2023
Q3 		$1.76M Sell
27,527
-192
-0.7% -$13.6K 0.27% 74
2023
Q2 		$2.13M Sell
27,719
-671
-2% -$57.3K 0.31% 66
2023
Q1 		$2.43M Buy
28,390
+2,697
+10% +$215K 0.37% 59
2022
Q4 		$2.15M Buy
25,693
+6,660
+35% +$542K 0.37% 58
2022
Q3 		$1.46M Sell
19,033
-66
-0.3% -$5.03K 0.26% 79
2022
Q2 		$1.44M Sell
19,099
-1,996
-9% -$140K 0.25% 80
2022
Q1 		$1.42M Hold
21,095
– – 0.18% 88
2021
Q4 		$1.42M Sell
21,095
-121
-0.6% -$7.69K 0.18% 88
2021
Q3 		$1.27M Sell
21,216
-439
-2% -$25.9K 0.17% 92
2021
Q2 		$1.32M Sell
21,655
-43
-0.2% -$2.66K 0.18% 87
2021
Q1 		$1.33M Buy
21,698
+4,579
+27% +$264K 0.21% 80
2020
Q4 		$1.01M Buy
17,119
+598
+4% +$36.2K 0.16% 95
2020
Q3 		$1.02M Buy
+16,521
New +$1.03M 0.19% 87

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM