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GeoWealth Management’s General Mills GIS Stock Holding History

GeoWealth 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 		$236K Sell
6,782
-4,322
-39% -$149K 0.01% 726
2026
Q1 		$413K Sell
11,104
-351
-3% -$15.2K 0.01% 510
2025
Q4 		$533K Buy
11,455
+1,479
+15% +$70.3K 0.02% 418
2025
Q3 		$503K Buy
9,976
+1,676
+20% +$84K 0.02% 451
2025
Q2 		$430K Buy
8,300
+3,828
+86% +$211K 0.02% 439
2025
Q1 		$267K Sell
4,472
-3,534
-44% -$212K 0.01% 581
2024
Q4 		$511K Buy
8,006
+1,080
+16% +$72.5K 0.02% 461
2024
Q3 		$511K Sell
6,926
-867
-11% -$60.1K 0.02% 463
2024
Q2 		$493K Buy
7,793
+1,012
+15% +$69.5K 0.02% 432
2024
Q1 		$474K Buy
6,781
+891
+15% +$58K 0.02% 447
2023
Q4 		$384K Buy
5,890
+5,630
+2,165% +$363K 0.03% 376
2023
Q3 		$16K Buy
260
+44
+20% +$3.11K ﹤0.01% 444
2023
Q2 		$17K Sell
216
-545
-72% -$46.6K ﹤0.01% 388
2023
Q1 		$65K Buy
+761
New +$60.8K 0.01% 277

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

GeoWealth Management's GIS Position: Q2 2026 in Review

GeoWealth Management reduced its General Mills (GIS) stake by 39% in Q2 2026, selling an estimated $149K and leaving 6,782 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #726.

GeoWealth Management first reported a position in GIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $533K in Q4 2025. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • GeoWealth Management held 6,782 shares of General Mills worth $236K as of Q2 2026.
  • GeoWealth Management sold 4,322 General Mills shares in Q2 2026, an estimated $149K.
  • General Mills made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #726 holding.
  • GeoWealth Management first reported a position in General Mills in Q1 2023 and has held it in 14 quarters since.
  • GeoWealth Management's General Mills position peaked at $533K in Q4 2025.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.