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Legacy Wealth Management (Idaho)’s General Mills GIS Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-206
Closed -$7.67K – 490
2026
Q1 		$7.67K Buy
206
+64
+45% +$2.78K ﹤0.01% 544
2025
Q4 		$6.6K Buy
142
+126
+788% +$5.99K ﹤0.01% 493
2025
Q3 		$807 Hold
16
– – ﹤0.01% 641
2025
Q2 		$829 Sell
16
-260
-94% -$14.3K ﹤0.01% 607
2025
Q1 		$16.5K Buy
276
+260
+1,625% +$15.6K 0.01% 269
2024
Q4 		$942 Sell
16
-212
-93% -$14.2K ﹤0.01% 600
2024
Q3 		$14.9K Buy
+228
New +$15.8K 0.01% 258

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s GIS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of General Mills (GIS) in Q2 2026, closing a stake of 206 shares — an estimated $7.67K sold.

Legacy Wealth Management (Idaho) first reported a position in GIS in Q3 2024 and held it in 7 quarters. The position peaked at $16.5K in Q1 2025. 1,343 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 206 General Mills shares in Q2 2026, an estimated $7.67K.
  • Legacy Wealth Management (Idaho) first reported a position in General Mills in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s General Mills position peaked at $16.5K in Q1 2025.
  • 1,343 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.