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Journey Retirement Planning & Investment Management’s General Mills GIS Stock Holding History

Journey Retirement Planning & Investment 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
2026
Q1 		– Sell
-31,468
Closed -$1.46M – 174
2025
Q4 		$1.46M Buy
+31,468
New +$1.5M 0.3% 84

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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 $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Journey Retirement Planning & Investment Management's GIS Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of General Mills (GIS) in Q1 2026, closing a stake of 31,468 shares — an estimated $1.46M sold.

Journey Retirement Planning & Investment Management first reported a position in GIS in Q4 2025 and held it in 1 quarter. The position peaked at $1.46M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining General Mills position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 31,468 General Mills shares in Q1 2026, an estimated $1.46M.
  • Journey Retirement Planning & Investment Management first reported a position in General Mills in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's General Mills position peaked at $1.46M in Q4 2025.
  • 1,309 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.