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LGT Financial Advisors’s General Mills GIS Stock Holding History

LGT Financial Advisors’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
Q3 		– Sell
-5
Closed -$259 – 486
2025
Q2 		$259 Buy
+5
New +$276 ﹤0.01% 480
2023
Q4 		– Sell
-20
Closed -$1.28K – 897
2023
Q3 		$1.28K Buy
+20
New +$1.41K ﹤0.01% 865

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LGT Financial Advisors's GIS Position: Q3 2025 in Review

LGT Financial Advisors sold out of General Mills (GIS) in Q3 2025, closing a stake of 5 shares — an estimated $259 sold.

LGT Financial Advisors first reported a position in GIS in Q3 2023 and held it in 2 quarters. The position peaked at $1.28K in Q3 2023. 1,425 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • LGT Financial Advisors reported no remaining General Mills position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 5 General Mills shares in Q3 2025, an estimated $259.
  • LGT Financial Advisors first reported a position in General Mills in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's General Mills position peaked at $1.28K in Q3 2023.
  • 1,425 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.