GWP
GIS icon

Gen-Wealth Partners’s General Mills GIS Stock Holding History

Gen-Wealth Partners’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 		– Sell
-3,339
Closed -$200K – 649
2025
Q1 		$200K Buy
3,339
+1,119
+50% +$67.2K 0.08% 210
2024
Q4 		$142K Sell
2,220
-808
-27% -$54.2K 0.06% 241
2024
Q3 		$207K Sell
3,028
-7
-0.2% -$485 0.09% 214
2024
Q2 		$192K Buy
3,035
+769
+34% +$52.8K 0.09% 215
2024
Q1 		$159K Buy
+2,266
New +$148K 0.08% 243

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
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

Gen-Wealth Partners's GIS Position: Q2 2025 in Review

Gen-Wealth Partners sold out of General Mills (GIS) in Q2 2025, closing a stake of 3,339 shares — an estimated $200K sold.

Gen-Wealth Partners first reported a position in GIS in Q1 2024 and held it in 5 quarters. The position peaked at $207K in Q3 2024. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Gen-Wealth Partners reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 3,339 General Mills shares in Q2 2025, an estimated $200K.
  • Gen-Wealth Partners first reported a position in General Mills in Q1 2024 and held it in 5 quarters.
  • Gen-Wealth Partners's General Mills position peaked at $207K in Q3 2024.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Gen-Wealth Partners's 13F filing for Q2 2025, filed 14 Aug 2025.