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Forza Wealth Management’s General Mills GIS Stock Holding History

Forza 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 		$834K Buy
23,961
+3,498
+17% +$121K 0.26% 89
2026
Q1 		$762K Buy
20,463
+7,230
+55% +$314K 0.26% 88
2025
Q4 		$615K Buy
13,233
+206
+2% +$9.79K 0.22% 107
2025
Q3 		$657K Buy
13,027
+999
+8% +$50.1K 0.25% 96
2025
Q2 		$623K Buy
12,028
+560
+5% +$30.9K 0.26% 91
2025
Q1 		$686K Buy
11,468
+100
+0.9% +$6.01K 0.31% 81
2024
Q4 		$725K Buy
11,368
+481
+4% +$32.3K 0.33% 77
2024
Q3 		$804K Buy
10,887
+1,030
+10% +$71.4K 0.37% 72
2024
Q2 		$624K Buy
9,857
+300
+3% +$20.6K 0.32% 84
2024
Q1 		$669K Hold
9,557
– – 0.35% 79
2023
Q4 		$623K Sell
9,557
-505
-5% -$32.6K 0.34% 82
2023
Q3 		$644K Hold
10,062
– – 0.33% 93
2023
Q2 		$772K Hold
10,062
– – 0.39% 83
2023
Q1 		$860K Hold
10,062
– – 0.44% 74
2022
Q4 		$844K Buy
+10,062
New +$820K 0.56% 53

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Forza Wealth Management increased its General Mills (GIS) stake by 17% in Q2 2026, buying an estimated $121K and bringing the position to 23,961 shares worth $834K. The position accounts for 0.26% of the portfolio, ranked #89.

Forza Wealth Management first reported a position in GIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $860K in Q1 2023. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Forza Wealth Management held 23,961 shares of General Mills worth $834K as of Q2 2026.
  • Forza Wealth Management bought 3,498 General Mills shares in Q2 2026, an estimated $121K.
  • General Mills made up 0.26% of Forza Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Forza Wealth Management first reported a position in General Mills in Q4 2022 and has held it in 15 quarters since.
  • Forza Wealth Management's General Mills position peaked at $860K in Q1 2023.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.