Golden State Wealth Management’s General Mills GIS Stock Holding History

Golden State 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
2026 Q2	$4.77K	Hold	137	–	–	﹤0.01%	1260
2026 Q1	$5.1K	Hold	137	–	–	﹤0.01%	1211
2025 Q4	$6.37K	Hold	137	–	–	﹤0.01%	1201
2025 Q3	$6.91K	Sell	137 -13	-9%	-$652	﹤0.01%	1179
2025 Q2	$7.77K	Hold	150	–	–	﹤0.01%	1136
2025 Q1	$8.97K	Sell	150 -227	-60%	-$13.6K	﹤0.01%	1020
2024 Q4	$24K	Buy	+377	New	+$25.3K	﹤0.01%	728
2020 Q4	–	Sell	-1,022	Closed	-$63K	–	306
2020 Q3	$63K	Buy	+1,022	New	+$63.9K	0.02%	310
2020 Q2	–	Sell	-1,056	Closed	-$63.7K	–	468
2020 Q1	$56K	Buy	+1,056	New	+$55.8K	0.02%	342
2019 Q4	–	Sell	-1,056	Closed	-$58K	–	393
2019 Q3	$58K	Hold	1,056	–	–	0.02%	394
2019 Q2	$55K	Buy	1,056 +129	+14%	+$6.67K	0.02%	434
2019 Q1	$48K	Buy	+927	New	+$42K	0.02%	453

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Golden State Wealth Management's GIS Position: Q2 2026 in Review

Golden State Wealth Management held its General Mills (GIS) position steady in Q2 2026 at 137 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Golden State Wealth Management first reported a position in GIS in Q1 2019 and has held it in 12 quarters since. The position peaked at $63K in Q3 2020. 1,330 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Golden State Wealth Management held 137 shares of General Mills worth $4.77K as of Q2 2026.
Golden State Wealth Management left its General Mills share count unchanged in Q2 2026.
General Mills made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1260 holding.
Golden State Wealth Management first reported a position in General Mills in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's General Mills position peaked at $63K in Q3 2020.
1,330 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.