HWM
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HighMark Wealth Management’s General Mills GIS Stock Holding History

HighMark 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 		$29.3K Buy
841
+14
+2% +$483 0.01% 215
2026
Q1 		$30.8K Buy
827
+11
+1% +$478 0.01% 196
2025
Q4 		$37.9K Buy
816
+10
+1% +$475 0.02% 188
2025
Q3 		$40.6K Sell
806
-1,253
-61% -$62.8K 0.02% 173
2025
Q2 		$107K Sell
2,059
-729
-26% -$40.2K 0.05% 110
2025
Q1 		$167K Buy
2,788
+1,840
+194% +$111K 0.1% 63
2024
Q4 		$60.5K Hold
948
– – 0.03% 111
2024
Q3 		$70K Buy
948
+28
+3% +$1.94K 0.04% 123
2024
Q2 		$58.2K Buy
920
+7
+0.8% +$481 0.04% 125
2024
Q1 		$59.8K Buy
913
+66
+8% +$4.3K 0.04% 123
2023
Q4 		$55.2K Buy
847
+7
+0.8% +$452 0.04% 122
2023
Q3 		$53.7K Buy
840
+7
+0.8% +$495 0.04% 110
2023
Q2 		$63.9K Buy
833
+5
+0.6% +$427 0.05% 103
2023
Q1 		$70.8K Buy
828
+6
+0.7% +$479 0.06% 112
2022
Q4 		$68.9K Buy
822
+5
+0.6% +$407 0.05% 91
2022
Q3 		$63K Sell
817
-298
-27% -$22.7K 0.05% 86
2022
Q2 		$84K Buy
1,115
+8
+0.7% +$560 0.07% 74
2022
Q1 		$75K Buy
1,107
+308
+39% +$20.7K 0.05% 88
2021
Q4 		$54K Buy
799
+6
+0.8% +$381 0.03% 112
2021
Q3 		$47K Buy
793
+7
+0.9% +$414 0.03% 117
2021
Q2 		$48K Sell
786
-107
-12% -$6.62K 0.04% 118
2021
Q1 		$55K Buy
893
+6
+0.7% +$346 0.04% 95
2020
Q4 		$52K Buy
887
+7
+0.8% +$423 0.04% 94
2020
Q3 		$54K Buy
880
+30
+4% +$1.88K 0.05% 101
2020
Q2 		$52K Sell
850
-18
-2% -$1.08K 0.06% 79
2020
Q1 		$45K Buy
868
+121
+16% +$6.39K 0.05% 72
2019
Q4 		$40K Buy
+747
New +$39.4K 0.04% 91

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

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

HighMark Wealth Management increased its General Mills (GIS) stake by 1.7% in Q2 2026, buying an estimated $483 and bringing the position to 841 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #215.

HighMark Wealth Management first reported a position in GIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $167K in Q1 2025. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • HighMark Wealth Management held 841 shares of General Mills worth $29.3K as of Q2 2026.
  • HighMark Wealth Management bought 14 General Mills shares in Q2 2026, an estimated $483.
  • General Mills made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #215 holding.
  • HighMark Wealth Management first reported a position in General Mills in Q4 2019 and has held it in 27 quarters since.
  • HighMark Wealth Management's General Mills position peaked at $167K in Q1 2025.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.