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HB Wealth Management’s General Mills GIS Stock Holding History

HB 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 		$4.01M Buy
115,194
+67,049
+139% +$2.32M 0.02% 316
2026
Q1 		$1.79M Buy
48,145
+309
+0.6% +$13.4K 0.01% 462
2025
Q4 		$2.22M Buy
47,836
+10,911
+30% +$519K 0.01% 390
2025
Q3 		$1.86M Sell
36,925
-1,220
-3% -$61.2K 0.01% 424
2025
Q2 		$1.98M Buy
38,145
+1,748
+5% +$96.5K 0.02% 378
2025
Q1 		$2.18M Sell
36,397
-8,082
-18% -$485K 0.02% 361
2024
Q4 		$2.84M Buy
44,479
+961
+2% +$64.5K 0.03% 232
2024
Q3 		$3.21M Buy
43,518
+1,416
+3% +$98.1K 0.03% 212
2024
Q2 		$2.66M Buy
42,102
+2,939
+8% +$202K 0.03% 224
2024
Q1 		$2.74M Buy
39,163
+429
+1% +$27.9K 0.03% 205
2023
Q4 		$2.52M Buy
38,734
+2,265
+6% +$146K 0.04% 195
2023
Q3 		$2.33M Buy
36,469
+3,644
+11% +$258K 0.04% 189
2023
Q2 		$2.52M Buy
32,825
+1,511
+5% +$129K 0.04% 176
2023
Q1 		$2.68M Buy
31,314
+897
+3% +$71.6K 0.05% 167
2022
Q4 		$2.55M Buy
30,417
+750
+3% +$61.1K 0.05% 173
2022
Q3 		$2.27M Buy
29,667
+1,477
+5% +$113K 0.05% 166
2022
Q2 		$2.13M Buy
28,190
+24,553
+675% +$1.72M 0.04% 167
2022
Q1 		$246K Buy
+3,637
New +$244K ﹤0.01% 503

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

HB Wealth Management's GIS Position: Q2 2026 in Review

HB Wealth Management increased its General Mills (GIS) stake by 139% in Q2 2026, buying an estimated $2.32M and bringing the position to 115,194 shares worth $4.01M. The position accounts for 0.02% of the portfolio, ranked #316.

HB Wealth Management first reported a position in GIS in Q1 2022 and has held it in 18 quarters since. 1,330 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • HB Wealth Management held 115,194 shares of General Mills worth $4.01M as of Q2 2026.
  • HB Wealth Management bought 67,049 General Mills shares in Q2 2026, an estimated $2.32M.
  • General Mills made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #316 holding.
  • HB Wealth Management first reported a position in General Mills in Q1 2022 and has held it in 18 quarters since.
  • 1,330 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.