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Forteris Wealth Management’s General Mills GIS Stock Holding History

Forteris Wealth 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
2026
Q2 		$411K Buy
11,800
+1,950
+20% +$67.3K 0.34% 55
2026
Q1 		$367K Buy
9,850
+545
+6% +$23.7K 0.35% 53
2025
Q4 		$433K Buy
+9,305
New +$442K 0.43% 53

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Forteris Wealth Management's GIS Position: Q2 2026 in Review

Forteris Wealth Management increased its General Mills (GIS) stake by 20% in Q2 2026, buying an estimated $67.3K and bringing the position to 11,800 shares worth $411K. The position accounts for 0.34% of the portfolio, ranked #55.

Forteris Wealth Management first reported a position in GIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $433K in Q4 2025. 767 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Forteris Wealth Management held 11,800 shares of General Mills worth $411K as of Q2 2026.
  • Forteris Wealth Management bought 1,950 General Mills shares in Q2 2026, an estimated $67.3K.
  • General Mills made up 0.34% of Forteris Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Forteris Wealth Management first reported a position in General Mills in Q4 2025 and has held it in 3 quarters since.
  • Forteris Wealth Management's General Mills position peaked at $433K in Q4 2025.
  • 767 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.