GWWM
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Great Waters Wealth Management’s General Mills GIS Stock Holding History

Great Waters 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 		$356K Buy
10,225
+42
+0.4% +$1.45K 0.03% 93
2026
Q1 		$379K Sell
10,183
-223
-2% -$9.68K 0.04% 74
2025
Q4 		$484K Buy
10,406
+552
+6% +$26.2K 0.05% 65
2025
Q3 		$497K Buy
9,854
+1,483
+18% +$74.4K 0.06% 66
2025
Q2 		$434K Buy
8,371
+1
+0% +$55 0.06% 65
2025
Q1 		$500K Buy
8,370
+1
+0% +$60 0.07% 59
2024
Q4 		$534K Buy
8,369
+1
+0% +$67 0.07% 59
2024
Q3 		$618K Sell
8,368
-362
-4% -$25.1K 0.08% 57
2024
Q2 		$552K Sell
8,730
-2,490
-22% -$171K 0.08% 58
2024
Q1 		$785K Sell
11,220
-1,001
-8% -$65.2K 0.13% 47
2023
Q4 		$816K Sell
12,221
-1,820
-13% -$117K 0.14% 46
2023
Q3 		$877K Buy
14,041
+3,905
+39% +$276K 0.17% 43
2023
Q2 		$777K Sell
10,136
-352
-3% -$30.1K 0.15% 48
2023
Q1 		$917K Sell
10,488
-36
-0.3% -$2.88K 0.19% 43
2022
Q4 		$819K Buy
+10,524
New +$857K 0.18% 44

Other funds holding GIS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Great Waters Wealth Management's GIS Position: Q2 2026 in Review

Great Waters Wealth Management increased its General Mills (GIS) stake by 0.41% in Q2 2026, buying an estimated $1.45K and bringing the position to 10,225 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #93.

Great Waters Wealth Management first reported a position in GIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $917K in Q1 2023. 439 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Great Waters Wealth Management held 10,225 shares of General Mills worth $356K as of Q2 2026.
  • Great Waters Wealth Management bought 42 General Mills shares in Q2 2026, an estimated $1.45K.
  • General Mills made up 0.03% of Great Waters Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Great Waters Wealth Management first reported a position in General Mills in Q4 2022 and has held it in 15 quarters since.
  • Great Waters Wealth Management's General Mills position peaked at $917K in Q1 2023.
  • 439 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.