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Iron Horse Wealth Management’s General Mills GIS Stock Holding History

Iron Horse 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
2025
Q2 		$10.2K Hold
197
– – ﹤0.01% 275
2025
Q1 		$11.8K Hold
197
– – ﹤0.01% 249
2024
Q4 		$12.6K Buy
197
+55
+39% +$3.69K ﹤0.01% 219
2024
Q3 		$10.5K Buy
142
+55
+63% +$3.81K ﹤0.01% 233
2024
Q2 		$5.5K Hold
87
– – ﹤0.01% 264
2024
Q1 		$6.09K Buy
87
+55
+172% +$3.58K ﹤0.01% 239
2023
Q4 		$2.08K Hold
32
– – ﹤0.01% 360
2023
Q3 		$2.05K Buy
+32
New +$2.26K ﹤0.01% 363

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Iron Horse Wealth Management's GIS Position: Q2 2025 in Review

Iron Horse Wealth Management held its General Mills (GIS) position steady in Q2 2025 at 197 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Iron Horse Wealth Management first reported a position in GIS in Q3 2023 and has held it in 8 quarters since. The position peaked at $12.6K in Q4 2024. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Iron Horse Wealth Management held 197 shares of General Mills worth $10.2K as of Q2 2025.
  • Iron Horse Wealth Management left its General Mills share count unchanged in Q2 2025.
  • General Mills made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #275 holding.
  • Iron Horse Wealth Management first reported a position in General Mills in Q3 2023 and has held it in 8 quarters since.
  • Iron Horse Wealth Management's General Mills position peaked at $12.6K in Q4 2024.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.