JWM
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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
Q2 		$1.31K Sell
38
-205
-84% -$7.08K ﹤0.01% 1217
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

JPL Wealth Management's GIS Position: Q2 2026 in Review

JPL Wealth Management reduced its General Mills (GIS) stake by 84% in Q2 2026, selling an estimated $7.08K and leaving 38 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

JPL Wealth Management first reported a position in GIS in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.39M in Q4 2024. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • JPL Wealth Management held 38 shares of General Mills worth $1.31K as of Q2 2026.
  • JPL Wealth Management sold 205 General Mills shares in Q2 2026, an estimated $7.08K.
  • General Mills made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1217 holding.
  • JPL Wealth Management first reported a position in General Mills in Q4 2023 and has held it in 7 quarters since.
  • JPL Wealth Management's General Mills position peaked at $3.39M in Q4 2024.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.