Heartwood Wealth Advisors’s General Mills GIS Stock Holding History

Heartwood Wealth Advisors’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 Q4	–	Sell	-26	Closed	-$1.31K	–	364
2025 Q3	$1.31K	Buy	+26	New	+$1.3K	﹤0.01%	534

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Heartwood Wealth Advisors's GIS Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of General Mills (GIS) in Q4 2025, closing a stake of 26 shares — an estimated $1.31K sold.

Heartwood Wealth Advisors first reported a position in GIS in Q3 2025 and held it in 1 quarter. The position peaked at $1.31K in Q3 2025. 1,415 funds tracked by Wall St. Rank hold GIS as of Q4 2025.

Heartwood Wealth Advisors reported no remaining General Mills position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 26 General Mills shares in Q4 2025, an estimated $1.31K.
Heartwood Wealth Advisors first reported a position in General Mills in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's General Mills position peaked at $1.31K in Q3 2025.
1,415 funds tracked by Wall St. Rank held General Mills as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.