LifeGoal Wealth Advisors’s General Mills GIS Stock Holding History

LifeGoal Wealth 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
2026 Q2	$214K	Buy	+6,155	New	+$213K	0.1%	141

Other funds holding GIS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

LifeGoal Wealth Advisors's GIS Position: Q2 2026 in Review

LifeGoal Wealth Advisors opened a new position in General Mills (GIS) in Q2 2026: 6,155 shares worth $214K. The stake represents 0.1% of the portfolio and ranks #141 among its holdings.

551 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

LifeGoal Wealth Advisors held 6,155 shares of General Mills worth $214K as of Q2 2026.
General Mills was a new LifeGoal Wealth Advisors position in Q2 2026.
General Mills made up 0.1% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #141 holding.
551 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.