JWM
GIS icon

JPL Wealth Management’s General Mills GIS Stock Holding History

JPL 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
2026
Q1 		$9.05K Buy
+243
New +$10.6K ﹤0.01% 552
2025
Q4 		– Sell
-128
Closed -$6.47K – 511
2025
Q3 		$6.47K Buy
+128
New +$6.42K ﹤0.01% 618
2025
Q1 		– Sell
-53,222
Closed -$3.39M – 115
2024
Q4 		$3.39M Buy
+53,222
New +$3.57M 0.97% 42
2024
Q2 		$2.44M Buy
38,507
+2,599
+7% +$178K 1.19% 34
2024
Q1 		$2.51M Buy
35,908
+11,381
+46% +$741K 1.39% 25
2023
Q4 		$1.6M Buy
+24,527
New +$1.58M 1.15% 35

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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 $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JPL Wealth Management's GIS Position: Q1 2026 in Review

JPL Wealth Management opened a new position in General Mills (GIS) in Q1 2026: 243 shares worth $9.05K. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in GIS as recently as Q3 2025.

JPL Wealth Management first reported a position in GIS in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.39M in Q4 2024. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • JPL Wealth Management held 243 shares of General Mills worth $9.05K as of Q1 2026.
  • General Mills was a new JPL Wealth Management position in Q1 2026.
  • General Mills made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #552 holding.
  • JPL Wealth Management first reported a position in General Mills in Q4 2023 and has held it in 6 quarters since.
  • JPL Wealth Management's General Mills position peaked at $3.39M in Q4 2024.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.