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Gitterman Wealth Management’s General Mills GIS Stock Holding History

Gitterman 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
2025
Q3 		– Sell
-1,428
Closed -$74K – 207
2025
Q2 		$74K Buy
+1,428
New +$78.8K 0.02% 265

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

Gitterman Wealth Management's GIS Position: Q3 2025 in Review

Gitterman Wealth Management sold out of General Mills (GIS) in Q3 2025, closing a stake of 1,428 shares — an estimated $74K sold.

Gitterman Wealth Management first reported a position in GIS in Q2 2025 and held it in 1 quarter. The position peaked at $74K in Q2 2025. 1,425 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • Gitterman Wealth Management reported no remaining General Mills position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,428 General Mills shares in Q3 2025, an estimated $74K.
  • Gitterman Wealth Management first reported a position in General Mills in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's General Mills position peaked at $74K in Q2 2025.
  • 1,425 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.