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Guardian Wealth Advisors (North Carolina)’s General Mills GIS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$483K Buy
13,884
+623
+5% +$21.5K 0.03% 245
2026
Q1 		$494K Sell
13,261
-509
-4% -$22.1K 0.03% 215
2025
Q4 		$640K Sell
13,770
-803
-6% -$38.2K 0.04% 194
2025
Q3 		$735K Sell
14,573
-2,556
-15% -$128K 0.05% 171
2025
Q2 		$887K Buy
17,129
+52
+0.3% +$2.87K 0.06% 150
2025
Q1 		$1.02M Buy
17,077
+526
+3% +$31.6K 0.08% 127
2024
Q4 		$1.06M Buy
16,551
+762
+5% +$51.1K 0.08% 127
2024
Q3 		$1.17M Buy
15,789
+191
+1% +$13.2K 0.12% 92
2024
Q2 		$987K Buy
15,598
+19
+0.1% +$1.3K 0.12% 99
2024
Q1 		$1.09M Buy
15,579
+826
+6% +$53.8K 0.13% 91
2023
Q4 		$961K Sell
14,753
-545
-4% -$35.2K 0.15% 87
2023
Q3 		$979K Buy
15,298
+107
+0.7% +$7.56K 0.17% 80
2023
Q2 		$1.17M Buy
15,191
+203
+1% +$17.3K 0.2% 68
2023
Q1 		$1.28M Sell
14,988
-138
-0.9% -$11K 0.22% 58
2022
Q4 		$1.27M Buy
+15,126
New +$1.23M 0.24% 55

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

Guardian Wealth Advisors (North Carolina)'s GIS Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its General Mills (GIS) stake by 4.7% in Q2 2026, buying an estimated $21.5K and bringing the position to 13,884 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #245.

Guardian Wealth Advisors (North Carolina) first reported a position in GIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.28M in Q1 2023. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 13,884 shares of General Mills worth $483K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 623 General Mills shares in Q2 2026, an estimated $21.5K.
  • General Mills made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #245 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in General Mills in Q4 2022 and has held it in 15 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s General Mills position peaked at $1.28M in Q1 2023.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.