JFS Wealth Advisors’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 | $236K | Buy |
6,777
+263
| +4% | +$9.08K | 0.01% | 315 |
|
|
2026
Q1 | $242K | Buy |
6,514
+18
| +0.3% | +$782 | 0.01% | 301 |
|
|
2025
Q4 | $302K | Buy |
6,496
+21
| +0.3% | +$998 | 0.02% | 271 |
|
|
2025
Q3 | $326K | Sell |
6,475
-35
| -0.5% | -$1.75K | 0.02% | 271 |
|
|
2025
Q2 | $337K | Sell |
6,510
-4
| -0.1% | -$221 | 0.02% | 246 |
|
|
2025
Q1 | $389K | Sell |
6,514
-83
| -1% | -$4.99K | 0.03% | 224 |
|
|
2024
Q4 | $421K | Buy |
6,597
+7
| +0.1% | +$470 | 0.03% | 212 |
|
|
2024
Q3 | $487K | Buy |
6,590
+5,179
| +367% | +$359K | 0.03% | 199 |
|
|
2024
Q2 | $89.3K | Sell |
1,411
-71
| -5% | -$4.88K | 0.01% | 324 |
|
|
2024
Q1 | $104K | Sell |
1,482
-54
| -4% | -$3.52K | 0.01% | 312 |
|
|
2023
Q4 | $100K | Buy |
1,536
+80
| +5% | +$5.16K | 0.01% | 303 |
|
|
2023
Q3 | $93.2K | Sell |
1,456
-55
| -4% | -$3.89K | 0.01% | 289 |
|
|
2023
Q2 | $116K | Sell |
1,511
-317
| -17% | -$27.1K | 0.01% | 260 |
|
|
2023
Q1 | $156K | Sell |
1,828
-7
| -0.4% | -$559 | 0.01% | 238 |
|
|
2022
Q4 | $154K | Sell |
1,835
-235
| -11% | -$19.1K | 0.02% | 237 |
|
|
2022
Q3 | $159K | Buy |
2,070
+2
| +0.1% | +$152 | 0.02% | 240 |
|
|
2022
Q2 | $156K | Buy |
2,068
+51
| +3% | +$3.57K | 0.02% | 240 |
|
|
2022
Q1 | $137K | Buy |
2,017
+167
| +9% | +$11.2K | 0.01% | 265 |
|
|
2021
Q4 | $125K | Buy |
1,850
+82
| +5% | +$5.21K | 0.01% | 273 |
|
|
2021
Q3 | $106K | Buy |
1,768
+284
| +19% | +$16.8K | 0.01% | 297 |
|
|
2021
Q2 | $90K | Hold |
1,484
| – | – | 0.01% | 231 |
|
|
2021
Q1 | $91K | Hold |
1,484
| – | – | 0.02% | 202 |
|
|
2020
Q4 | $87K | Hold |
1,484
| – | – | 0.02% | 200 |
|
|
2020
Q3 | $92K | Hold |
1,484
| – | – | 0.02% | 183 |
|
|
2020
Q2 | $91K | Hold |
1,484
| – | – | 0.02% | 188 |
|
|
2020
Q1 | $78K | Hold |
1,484
| – | – | 0.02% | 194 |
|
|
2019
Q4 | $79K | Hold |
1,484
| – | – | 0.02% | 209 |
|
|
2019
Q3 | $82K | Hold |
1,484
| – | – | 0.02% | 204 |
|
|
2019
Q2 | $78K | Hold |
1,484
| – | – | 0.02% | 205 |
|
|
2019
Q1 | $77K | Hold |
1,484
| – | – | 0.02% | 202 |
|
|
2018
Q4 | $58K | Sell |
1,484
-73
| -5% | -$3.08K | 0.02% | 214 |
|
|
2018
Q3 | $67K | Sell |
1,557
-44
| -3% | -$1.99K | 0.02% | 228 |
|
|
2018
Q2 | $71K | Buy |
1,601
+117
| +8% | +$5.12K | 0.02% | 215 |
|
|
2018
Q1 | $67K | Hold |
1,484
| – | – | 0.02% | 226 |
|
|
2017
Q4 | $88K | Hold |
1,484
| – | – | 0.02% | 207 |
|
|
2017
Q3 | $77K | Sell |
1,484
-1,375
| -48% | -$75.4K | 0.02% | 203 |
|
|
2017
Q2 | $158K | Hold |
2,859
| – | – | 0.04% | 143 |
|
|
2017
Q1 | $177K | Hold |
2,859
| – | – | 0.05% | 135 |
|
|
2016
Q4 | $177K | Hold |
2,859
| – | – | 0.05% | 135 |
|
|
2016
Q3 | $183K | Hold |
2,859
| – | – | 0.05% | 132 |
|
|
2016
Q2 | $204K | Sell |
2,859
-10
| -0.3% | -$637 | 0.06% | 155 |
|
|
2016
Q1 | $182K | Buy |
2,869
+10
| +0.3% | +$581 | 0.05% | 139 |
|
|
2015
Q4 | $165K | Hold |
2,859
| – | – | 0.05% | 150 |
|
|
2015
Q3 | $160K | Sell |
2,859
-1,075
| -27% | -$61.6K | 0.07% | 123 |
|
|
2015
Q2 | $219K | Sell |
3,934
-10
| -0.3% | -$560 | 0.11% | 86 |
|
|
2015
Q1 | $223K | Buy |
3,944
+1,000
| +34% | +$53.3K | 0.1% | 85 |
|
|
2014
Q4 | $157K | Hold |
2,944
| – | – | 0.02% | 100 |
|
|
2014
Q3 | $149K | Sell |
2,944
-12
| -0.4% | -$629 | 0.03% | 96 |
|
|
2014
Q2 | $155K | Buy |
+2,956
| New | +$158K | 0.03% | 97 |
|
Other funds holding GIS
JFS Wealth Advisors's GIS Position: Q2 2026 in Review
JFS Wealth Advisors increased its General Mills (GIS) stake by 4% in Q2 2026, buying an estimated $9.08K and bringing the position to 6,777 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #315.
JFS Wealth Advisors first reported a position in GIS in Q2 2014 and has held it in 49 quarters since. The position peaked at $487K in Q3 2024. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.
- JFS Wealth Advisors held 6,777 shares of General Mills worth $236K as of Q2 2026.
- JFS Wealth Advisors bought 263 General Mills shares in Q2 2026, an estimated $9.08K.
- General Mills made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #315 holding.
- JFS Wealth Advisors first reported a position in General Mills in Q2 2014 and has held it in 49 quarters since.
- JFS Wealth Advisors's General Mills position peaked at $487K in Q3 2024.
- 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.