Geneos Wealth Management’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $528K | Buy |
15,176
+4,517
| +42% | +$156K | 0.01% | 719 |
|
|
2026
Q1 | $397K | Buy |
10,659
+2,104
| +25% | +$91.4K | 0.01% | 762 |
|
|
2025
Q4 | $398K | Sell |
8,555
-629
| -7% | -$29.9K | 0.01% | 735 |
|
|
2025
Q3 | $463K | Sell |
9,184
-3,457
| -27% | -$173K | 0.01% | 675 |
|
|
2025
Q2 | $655K | Buy |
12,641
+1,438
| +13% | +$79.3K | 0.02% | 632 |
|
|
2025
Q1 | $670K | Sell |
11,203
-2,862
| -20% | -$172K | 0.02% | 537 |
|
|
2024
Q4 | $897K | Buy |
14,065
+44
| +0.3% | +$2.95K | 0.03% | 444 |
|
|
2024
Q3 | $1.04M | Buy |
14,021
+2,408
| +21% | +$167K | 0.04% | 406 |
|
|
2024
Q2 | $735K | Sell |
11,613
-101
| -0.9% | -$6.93K | 0.03% | 412 |
|
|
2024
Q1 | $820K | Sell |
11,714
-2,571
| -18% | -$167K | 0.04% | 387 |
|
|
2023
Q4 | $931K | Sell |
14,285
-2,834
| -17% | -$183K | 0.05% | 338 |
|
|
2023
Q3 | $1.1M | Sell |
17,119
-647
| -4% | -$45.7K | 0.06% | 300 |
|
|
2023
Q2 | $1.36M | Sell |
17,766
-1,180
| -6% | -$101K | 0.07% | 265 |
|
|
2023
Q1 | $1.62M | Sell |
18,946
-2,202
| -10% | -$176K | 0.1% | 228 |
|
|
2022
Q4 | $1.77M | Sell |
21,148
-3,691
| -15% | -$301K | 0.11% | 197 |
|
|
2022
Q3 | $1.9M | Sell |
24,839
-11,694
| -32% | -$891K | 0.13% | 170 |
|
|
2022
Q2 | $2.77M | Buy |
36,533
+613
| +2% | +$42.9K | 0.14% | 172 |
|
|
2022
Q1 | $2.43M | Buy |
35,920
+178
| +0.5% | +$11.9K | 0.1% | 202 |
|
|
2021
Q4 | $2.41M | Buy |
35,742
+328
| +0.9% | +$20.8K | 0.09% | 222 |
|
|
2021
Q3 | $2.15M | Buy |
35,414
+501
| +1% | +$29.6K | 0.08% | 235 |
|
|
2021
Q2 | $2.1M | Sell |
34,913
-404
| -1% | -$25K | 0.08% | 230 |
|
|
2021
Q1 | $2.15M | Sell |
35,317
-407
| -1% | -$23.5K | 0.06% | 282 |
|
|
2020
Q4 | $2.15M | Buy |
35,724
+4,979
| +16% | +$301K | 0.09% | 228 |
|
|
2020
Q3 | $1.83M | Buy |
30,745
+432
| +1% | +$27K | 0.1% | 205 |
|
|
2020
Q2 | $1.79M | Buy |
30,313
+1,978
| +7% | +$119K | 0.1% | 201 |
|
|
2020
Q1 | $1.47M | Sell |
28,335
-100,052
| -78% | -$5.28M | 0.1% | 201 |
|
|
2019
Q4 | $6.83M | Buy |
128,387
+8,740
| +7% | +$460K | 0.36% | 64 |
|
|
2019
Q3 | $6.57M | Sell |
119,647
-1,315
| -1% | -$70.9K | 0.39% | 58 |
|
|
2019
Q2 | $6.35M | Buy |
120,962
+2,027
| +2% | +$105K | 0.39% | 60 |
|
|
2019
Q1 | $6.15M | Sell |
118,935
-1,778
| -1% | -$80.5K | 0.41% | 54 |
|
|
2018
Q4 | $4.69M | Buy |
120,713
+5,424
| +5% | +$229K | 0.35% | 70 |
|
|
2018
Q3 | $4.95M | Buy |
115,289
+6,508
| +6% | +$295K | 0.33% | 79 |
|
|
2018
Q2 | $4.82M | Sell |
108,781
-2,028
| -2% | -$88.8K | 0.38% | 73 |
|
|
2018
Q1 | $4.99M | Buy |
110,809
+4,105
| +4% | +$223K | 0.44% | 59 |
|
|
2017
Q4 | $6.33M | Buy |
106,704
+2,702
| +3% | +$146K | 0.57% | 38 |
|
|
2017
Q3 | $5.39M | Buy |
104,002
+76,336
| +276% | +$4.18M | 0.54% | 43 |
|
|
2017
Q2 | $1.53M | Buy |
27,666
+2,341
| +9% | +$134K | 0.16% | 141 |
|
|
2017
Q1 | $1.49M | Buy |
25,325
+1,385
| +6% | +$84.7K | 0.16% | 136 |
|
|
2016
Q4 | $1.48M | Sell |
23,940
-263
| -1% | -$16.3K | 0.2% | 117 |
|
|
2016
Q3 | $1.55M | Buy |
24,203
+776
| +3% | +$54K | 0.21% | 117 |
|
|
2016
Q2 | $1.69M | Buy |
23,427
+282
| +1% | +$18K | 0.24% | 98 |
|
|
2016
Q1 | $1.5M | Buy |
+23,145
| New | +$1.35M | 0.23% | 107 |
|
Other funds holding GIS
Geneos Wealth Management's GIS Position: Q2 2026 in Review
Geneos Wealth Management increased its General Mills (GIS) stake by 42% in Q2 2026, buying an estimated $156K and bringing the position to 15,176 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #719.
Geneos Wealth Management first reported a position in GIS in Q1 2016 and has held it in 42 quarters since. The position peaked at $6.83M in Q4 2019. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.
- Geneos Wealth Management held 15,176 shares of General Mills worth $528K as of Q2 2026.
- Geneos Wealth Management bought 4,517 General Mills shares in Q2 2026, an estimated $156K.
- General Mills made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #719 holding.
- Geneos Wealth Management first reported a position in General Mills in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's General Mills position peaked at $6.83M in Q4 2019.
- 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.