Institute for Wealth Management’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $119K | Buy |
+3,420
| New | +$118K | 0.01% | 641 |
|
|
2026
Q1 | – | Sell |
-5,278
| Closed | -$245K | – | 555 |
|
|
2025
Q4 | $245K | Sell |
5,278
-37
| -0.7% | -$1.76K | 0.03% | 492 |
|
|
2025
Q3 | $268K | Buy |
5,315
+507
| +11% | +$25.4K | 0.03% | 483 |
|
|
2025
Q2 | $249K | Sell |
4,808
-62
| -1% | -$3.42K | 0.03% | 485 |
|
|
2025
Q1 | $291K | Sell |
4,870
-292
| -6% | -$17.5K | 0.04% | 420 |
|
|
2024
Q4 | $329K | Sell |
5,162
-32
| -0.6% | -$2.15K | 0.04% | 377 |
|
|
2024
Q3 | $384K | Buy |
5,194
+184
| +4% | +$12.7K | 0.05% | 355 |
|
|
2024
Q2 | $317K | Buy |
5,010
+209
| +4% | +$14.4K | 0.04% | 378 |
|
|
2024
Q1 | $336K | Buy |
4,801
+2
| +0% | +$130 | 0.04% | 365 |
|
|
2023
Q4 | $313K | Buy |
4,799
+2
| +0% | +$129 | 0.05% | 362 |
|
|
2023
Q3 | $307K | Buy |
4,797
+2
| +0% | +$141 | 0.06% | 343 |
|
|
2023
Q2 | $368K | Buy |
4,795
+1
| +0% | +$85 | 0.06% | 320 |
|
|
2023
Q1 | $410K | Buy |
4,794
+1
| +0% | +$80 | 0.08% | 293 |
|
|
2022
Q4 | $402K | Sell |
4,793
-90
| -2% | -$7.33K | 0.08% | 299 |
|
|
2022
Q3 | $374K | Sell |
4,883
-91
| -2% | -$6.94K | 0.08% | 294 |
|
|
2022
Q2 | $375K | Hold |
4,974
| – | – | 0.07% | 337 |
|
|
2022
Q1 | $337K | Hold |
4,974
| – | – | 0.05% | 391 |
|
|
2021
Q4 | $335K | Sell |
4,974
-163
| -3% | -$10.4K | 0.05% | 354 |
|
|
2021
Q3 | $307K | Sell |
5,137
-70
| -1% | -$4.14K | 0.05% | 370 |
|
|
2021
Q2 | $317K | Hold |
5,207
| – | – | 0.06% | 358 |
|
|
2021
Q1 | $319K | Sell |
5,207
-43
| -0.8% | -$2.48K | 0.06% | 351 |
|
|
2020
Q4 | $309K | Sell |
5,250
-170
| -3% | -$10.3K | 0.06% | 345 |
|
|
2020
Q3 | $334K | Sell |
5,420
-2,922
| -35% | -$183K | 0.08% | 300 |
|
|
2020
Q2 | $514K | Sell |
8,342
-881
| -10% | -$53.1K | 0.13% | 225 |
|
|
2020
Q1 | $487K | Buy |
9,223
+392
| +4% | +$20.7K | 0.15% | 189 |
|
|
2019
Q4 | $473K | Buy |
8,831
+33
| +0.4% | +$1.74K | 0.11% | 261 |
|
|
2019
Q3 | $485K | Sell |
8,798
-460
| -5% | -$24.8K | 0.12% | 239 |
|
|
2019
Q2 | $486K | Buy |
9,258
+84
| +0.9% | +$4.34K | 0.11% | 258 |
|
|
2019
Q1 | $475K | Buy |
+9,174
| New | +$415K | 0.1% | 251 |
|
|
2018
Q1 | – | Sell |
-6,555
| Closed | -$390K | – | 308 |
|
|
2017
Q4 | $390K | Buy |
+6,555
| New | +$355K | 0.09% | 260 |
|
|
2017
Q3 | – | Sell |
-7,950
| Closed | -$440K | – | 300 |
|
|
2017
Q2 | $440K | Buy |
+7,950
| New | +$454K | 0.12% | 248 |
|
Other funds holding GIS
Institute for Wealth Management's GIS Position: Q2 2026 in Review
Institute for Wealth Management opened a new position in General Mills (GIS) in Q2 2026: 3,420 shares worth $119K. The stake represents 0.01% of the portfolio and ranks #641 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in GIS as recently as Q4 2025.
Institute for Wealth Management first reported a position in GIS in Q2 2017 and has held it in 31 quarters since. The position peaked at $514K in Q2 2020. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.
- Institute for Wealth Management held 3,420 shares of General Mills worth $119K as of Q2 2026.
- General Mills was a new Institute for Wealth Management position in Q2 2026.
- General Mills made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #641 holding.
- Institute for Wealth Management first reported a position in General Mills in Q2 2017 and has held it in 31 quarters since.
- Institute for Wealth Management's General Mills position peaked at $514K in Q2 2020.
- 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.