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Guardian Wealth Management (Illinois)’s General Mills GIS Stock Holding History

Guardian Wealth Management (Illinois)’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
Q2 		– Sell
-523
Closed -$31.3K – 116
2025
Q1 		$31.3K Buy
523
+2
+0.4% +$120 0.02% 123
2024
Q4 		$33.2K Buy
521
+3
+0.6% +$201 0.02% 132
2024
Q3 		$38.3K Hold
518
– – 0.03% 121
2024
Q2 		$32.8K Buy
518
+2
+0.4% +$137 0.03% 123
2024
Q1 		$36.1K Buy
516
+3
+0.6% +$195 0.03% 118
2023
Q4 		$33.5K Buy
513
+1
+0.2% +$65 0.03% 120
2023
Q3 		$32.7K Sell
512
-83
-14% -$5.87K 0.03% 117
2023
Q2 		$45.6K Buy
595
+2
+0.3% +$171 0.04% 107
2023
Q1 		$50.7K Sell
593
-1
-0.2% -$80 0.05% 109
2022
Q4 		$49.8K Sell
594
-68
-10% -$5.54K 0.05% 118
2022
Q3 		$51K Sell
662
-41
-6% -$3.13K 0.06% 103
2022
Q2 		$53K Sell
703
-1
-0.1% -$70 0.06% 108
2022
Q1 		$48K Sell
704
-170
-19% -$11.4K 0.05% 124
2021
Q4 		$59K Buy
+874
New +$55.5K 0.06% 115

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Guardian Wealth Management (Illinois)'s GIS Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of General Mills (GIS) in Q2 2025, closing a stake of 523 shares — an estimated $31.3K sold.

Guardian Wealth Management (Illinois) first reported a position in GIS in Q4 2021 and held it in 14 quarters. The position peaked at $59K in Q4 2021. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 523 General Mills shares in Q2 2025, an estimated $31.3K.
  • Guardian Wealth Management (Illinois) first reported a position in General Mills in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s General Mills position peaked at $59K in Q4 2021.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.