LifeWealth Investments’s General Mills GIS Stock Holding History

LifeWealth Investments’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 Q4	–	Sell	-6,177	Closed	-$311K	–	183
2025 Q3	$311K	Sell	6,177 -868	-12%	-$43.5K	0.05%	195
2025 Q2	$365K	Buy	+7,045	New	+$389K	0.06%	189

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LifeWealth Investments's GIS Position: Q4 2025 in Review

LifeWealth Investments sold out of General Mills (GIS) in Q4 2025, closing a stake of 6,177 shares — an estimated $311K sold.

LifeWealth Investments first reported a position in GIS in Q2 2025 and held it in 2 quarters. The position peaked at $365K in Q2 2025. 1,410 funds tracked by Wall St. Rank hold GIS as of Q4 2025.

LifeWealth Investments reported no remaining General Mills position as of Q4 2025 after selling out during the quarter.
LifeWealth Investments sold 6,177 General Mills shares in Q4 2025, an estimated $311K.
LifeWealth Investments first reported a position in General Mills in Q2 2025 and held it in 2 quarters.
LifeWealth Investments's General Mills position peaked at $365K in Q2 2025.
1,410 funds tracked by Wall St. Rank held General Mills as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.