KWS
GIS icon

Keystone Wealth Services’s General Mills GIS Stock Holding History

Keystone Wealth Services’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
-3,654
Closed -$218K – 285
2025
Q1 		$218K Sell
3,654
-30
-0.8% -$1.8K 0.06% 249
2024
Q4 		$235K Sell
3,684
-370
-9% -$24.8K 0.06% 227
2024
Q3 		$299K Sell
4,054
-89
-2% -$6.17K 0.08% 206
2024
Q2 		$262K Buy
4,143
+17
+0.4% +$1.17K 0.08% 192
2024
Q1 		$289K Sell
4,126
-2,331
-36% -$152K 0.09% 172
2023
Q4 		$421K Buy
6,457
+47
+0.7% +$3.03K 0.14% 137
2023
Q3 		$410K Buy
6,410
+19
+0.3% +$1.34K 0.16% 132
2023
Q2 		$490K Sell
6,391
-984
-13% -$84.1K 0.18% 119
2023
Q1 		$630K Buy
7,375
+1,033
+16% +$82.5K 0.26% 90
2022
Q4 		$532K Buy
6,342
+17
+0.3% +$1.39K 0.23% 96
2022
Q3 		$485K Buy
6,325
+17
+0.3% +$1.3K 0.23% 87
2022
Q2 		$476K Buy
6,308
+418
+7% +$29.3K 0.21% 95
2022
Q1 		$399K Buy
5,890
+18
+0.3% +$1.21K 0.16% 107
2021
Q4 		$396K Buy
+5,872
New +$373K 0.16% 110

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

Keystone Wealth Services's GIS Position: Q2 2025 in Review

Keystone Wealth Services sold out of General Mills (GIS) in Q2 2025, closing a stake of 3,654 shares — an estimated $218K sold.

Keystone Wealth Services first reported a position in GIS in Q4 2021 and held it in 14 quarters. The position peaked at $630K in Q1 2023. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Keystone Wealth Services reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
  • Keystone Wealth Services sold 3,654 General Mills shares in Q2 2025, an estimated $218K.
  • Keystone Wealth Services first reported a position in General Mills in Q4 2021 and held it in 14 quarters.
  • Keystone Wealth Services's General Mills position peaked at $630K in Q1 2023.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Keystone Wealth Services's 13F filing for Q2 2025, filed 9 Jul 2025.