GA
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GoalVest Advisory’s General Mills GIS Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-295
Closed -$14.9K – 530
2025
Q3 		$14.9K Hold
295
– – ﹤0.01% 311
2025
Q2 		$15.3K Buy
+295
New +$16.3K ﹤0.01% 290
2024
Q4 		– Sell
-225
Closed -$16.6K – 404
2024
Q3 		$16.6K Hold
225
– – ﹤0.01% 279
2024
Q2 		$14.2K Sell
225
-230
-51% -$15.8K ﹤0.01% 256
2024
Q1 		$31.8K Buy
455
+180
+65% +$11.7K 0.01% 226
2023
Q4 		$17.9K Buy
275
+215
+358% +$13.9K 0.01% 214
2023
Q3 		$3.84K Buy
+60
New +$4.24K ﹤0.01% 363
2022
Q3 		– Sell
-1,030
Closed -$77K – 275
2022
Q2 		$77K Buy
1,030
+880
+587% +$61.6K 0.05% 143
2022
Q1 		$10K Buy
+150
New +$10.1K 0.01% 241

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GoalVest Advisory's GIS Position: Q4 2025 in Review

GoalVest Advisory sold out of General Mills (GIS) in Q4 2025, closing a stake of 295 shares — an estimated $14.9K sold.

GoalVest Advisory first reported a position in GIS in Q1 2022 and held it in 9 quarters. The position peaked at $77K in Q2 2022. 1,412 funds tracked by Wall St. Rank hold GIS as of Q4 2025.

  • GoalVest Advisory reported no remaining General Mills position as of Q4 2025 after selling out during the quarter.
  • GoalVest Advisory sold 295 General Mills shares in Q4 2025, an estimated $14.9K.
  • GoalVest Advisory first reported a position in General Mills in Q1 2022 and held it in 9 quarters.
  • GoalVest Advisory's General Mills position peaked at $77K in Q2 2022.
  • 1,412 funds tracked by Wall St. Rank held General Mills as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.