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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
Q3 		$241K Buy
7,509
+1,354
+22% +$50.5K 0.07% 174
2026
Q2 		$214K Buy
+6,155
New +$213K 0.1% 141

Other funds holding GIS

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

LifeGoal Wealth Advisors's GIS Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its General Mills (GIS) stake by 22% in Q3 2026, buying an estimated $50.5K and bringing the position to 7,509 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #174.

LifeGoal Wealth Advisors first reported a position in GIS in Q2 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold GIS as of Q3 2026.

  • LifeGoal Wealth Advisors held 7,509 shares of General Mills worth $241K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 1,354 General Mills shares in Q3 2026, an estimated $50.5K.
  • General Mills made up 0.07% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #174 holding.
  • LifeGoal Wealth Advisors first reported a position in General Mills in Q2 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held General Mills as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.