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Fortitude Advisory Group’s General Mills GIS Stock Holding History

Fortitude Advisory Group’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
Q3 		– Sell
-4,938
Closed -$256K – 223
2025
Q2 		$256K Sell
4,938
-21
-0.4% -$1.16K 0.15% 165
2025
Q1 		$280K Sell
4,959
-1,009
-17% -$60.6K 0.2% 121
2024
Q4 		$381K Sell
5,968
-48
-0.8% -$3.22K 0.23% 91
2024
Q3 		$444K Sell
6,016
-430
-7% -$29.8K 0.28% 82
2024
Q2 		$408K Sell
6,446
-302
-4% -$20.7K 0.24% 83
2024
Q1 		$472K Buy
6,748
+214
+3% +$13.9K 0.27% 83
2023
Q4 		$426K Buy
6,534
+143
+2% +$9.23K 0.26% 87
2023
Q3 		$409K Buy
6,391
+82
+1% +$5.79K 0.28% 80
2023
Q2 		$484K Sell
6,309
-656
-9% -$56.1K 0.36% 64
2023
Q1 		$595K Sell
6,965
-52
-0.7% -$4.15K 0.46% 52
2022
Q4 		$588K Sell
7,017
-40
-0.6% -$3.26K 0.5% 53
2022
Q3 		$541K Buy
7,057
+1,071
+18% +$81.6K 0.51% 49
2022
Q2 		$452K Sell
5,986
-130
-2% -$9.11K 0.41% 62
2022
Q1 		$414K Buy
6,116
+630
+11% +$42.3K 0.22% 83
2021
Q4 		$370K Buy
+5,486
New +$349K 0.19% 97

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fortitude Advisory Group's GIS Position: Q3 2025 in Review

Fortitude Advisory Group sold out of General Mills (GIS) in Q3 2025, closing a stake of 4,938 shares — an estimated $256K sold.

Fortitude Advisory Group first reported a position in GIS in Q4 2021 and held it in 15 quarters. The position peaked at $595K in Q1 2023. 1,425 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • Fortitude Advisory Group reported no remaining General Mills position as of Q3 2025 after selling out during the quarter.
  • Fortitude Advisory Group sold 4,938 General Mills shares in Q3 2025, an estimated $256K.
  • Fortitude Advisory Group first reported a position in General Mills in Q4 2021 and held it in 15 quarters.
  • Fortitude Advisory Group's General Mills position peaked at $595K in Q1 2023.
  • 1,425 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on Fortitude Advisory Group's 13F filing for Q3 2025, filed 5 Nov 2025.