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Joule Financial’s General Mills GIS Stock Holding History

Joule Financial’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 		– Sell
-4,577
Closed -$274K – 113
2025
Q1 		$274K Sell
4,577
-31
-0.7% -$1.86K 0.1% 84
2024
Q4 		$294K Buy
4,608
+127
+3% +$8.52K 0.1% 84
2024
Q3 		$331K Sell
4,481
-214
-5% -$14.8K 0.12% 82
2024
Q2 		$297K Buy
4,695
+294
+7% +$20.2K 0.12% 83
2024
Q1 		$308K Sell
4,401
-5,222
-54% -$340K 0.13% 81
2023
Q4 		$627K Buy
9,623
+3,464
+56% +$224K 0.29% 46
2023
Q3 		$394K Buy
6,159
+1,755
+40% +$124K 0.2% 67
2023
Q2 		$338K Buy
4,404
+153
+4% +$13.1K 0.17% 69
2023
Q1 		$363K Buy
4,251
+109
+3% +$8.7K 0.2% 61
2022
Q4 		$347K Buy
4,142
+335
+9% +$27.3K 0.23% 59
2022
Q3 		$292K Buy
3,807
+1,065
+39% +$81.2K 0.22% 67
2022
Q2 		$207K Buy
+2,742
New +$192K 0.16% 74

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

Joule Financial's GIS Position: Q2 2025 in Review

Joule Financial sold out of General Mills (GIS) in Q2 2025, closing a stake of 4,577 shares — an estimated $274K sold.

Joule Financial first reported a position in GIS in Q2 2022 and held it in 12 quarters. The position peaked at $627K in Q4 2023. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Joule Financial reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
  • Joule Financial sold 4,577 General Mills shares in Q2 2025, an estimated $274K.
  • Joule Financial first reported a position in General Mills in Q2 2022 and held it in 12 quarters.
  • Joule Financial's General Mills position peaked at $627K in Q4 2023.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Joule Financial's 13F filing for Q2 2025, filed 22 Jul 2025.