Impact Partnership Wealth
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Impact Partnership Wealth’s General Mills GIS Stock Holding History

Impact Partnership Wealth’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
Q3 		$470K Buy
14,602
+2,112
+17% +$78.8K 0.04% 286
2026
Q2 		$435K Buy
+12,490
New +$431K 0.04% 279
2026
Q1 		– Sell
-9,037
Closed -$420K – 397
2025
Q4 		$420K Buy
+9,037
New +$429K 0.05% 229
2025
Q1 		– Sell
-11,920
Closed -$760K – 295
2024
Q4 		$760K Buy
+11,920
New +$800K 0.15% 83
2024
Q2 		– Sell
-8,797
Closed -$616K – 400
2024
Q1 		$616K Buy
8,797
+8,742
+15,895% +$569K 0.24% 55
2023
Q4 		$3.58K Hold
55
– – ﹤0.01% 616
2023
Q3 		$3.52K Sell
55
-336
-86% -$23.7K ﹤0.01% 743
2023
Q2 		$30K Buy
+391
New +$33.4K 0.01% 299

Other funds holding GIS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Impact Partnership Wealth's GIS Position: Q3 2026 in Review

Impact Partnership Wealth increased its General Mills (GIS) stake by 17% in Q3 2026, buying an estimated $78.8K and bringing the position to 14,602 shares worth $470K. The position accounts for 0.04% of the portfolio, ranked #286.

Impact Partnership Wealth first reported a position in GIS in Q2 2023 and has held it in 8 quarters since. The position peaked at $760K in Q4 2024. 954 funds tracked by Wall St. Rank hold GIS as of Q3 2026.

  • Impact Partnership Wealth held 14,602 shares of General Mills worth $470K as of Q3 2026.
  • Impact Partnership Wealth bought 2,112 General Mills shares in Q3 2026, an estimated $78.8K.
  • General Mills made up 0.04% of Impact Partnership Wealth's portfolio in Q3 2026, its #286 holding.
  • Impact Partnership Wealth first reported a position in General Mills in Q2 2023 and has held it in 8 quarters since.
  • Impact Partnership Wealth's General Mills position peaked at $760K in Q4 2024.
  • 954 funds tracked by Wall St. Rank held General Mills as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.