Mascoma Wealth Management’s General Mills GIS Stock Holding History

Mascoma Wealth Management’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	$1.74K	Buy	+50	New	+$1.73K	﹤0.01%	467
2025 Q3	–	Sell	-72	Closed	-$3.73K	–	469
2025 Q2	$3.73K	Hold	72	–	–	﹤0.01%	404
2025 Q1	$4.3K	Hold	72	–	–	﹤0.01%	407
2024 Q4	$4.59K	Hold	72	–	–	﹤0.01%	415
2024 Q3	$5.32K	Sell	72 -328	-82%	-$22.7K	﹤0.01%	381
2024 Q2	$25.3K	Hold	400	–	–	0.01%	250
2024 Q1	$28K	Hold	400	–	–	0.01%	232
2023 Q4	$26.1K	Hold	400	–	–	0.01%	245
2023 Q3	$25.6K	Buy	400 +22	+6%	+$1.55K	0.01%	249
2023 Q2	$27K	Sell	378 -33	-8%	-$2.82K	0.01%	242
2023 Q1	$36.4K	Hold	411	–	–	0.01%	269
2022 Q4	$34.5K	Hold	411	–	–	0.01%	275
2022 Q3	$31K	Hold	411	–	–	0.01%	289
2022 Q2	$31K	Buy	411 +50	+14%	+$3.5K	0.01%	300
2022 Q1	$24K	Hold	361	–	–	0.01%	345
2021 Q4	$24K	Hold	361	–	–	0.01%	303
2021 Q3	$22K	Buy	+361	New	+$21.3K	0.01%	281
2021 Q2	–	Sell	-528	Closed	-$32K	–	241
2021 Q1	$32K	Buy	+528	New	+$30.5K	0.01%	252
2019 Q3	–	Sell	-7,068	Closed	-$371K	–	185
2019 Q2	$371K	Buy	7,068 +2,590	+58%	+$134K	0.23%	54
2019 Q1	$232K	Buy	4,478 +4,150	+1,265%	+$188K	0.16%	63
2018 Q4	$13K	Hold	328	–	–	0.01%	240
2018 Q3	$14K	Hold	328	–	–	0.01%	266
2018 Q2	$15K	Hold	328	–	–	0.01%	244
2018 Q1	$15K	Hold	328	–	–	0.01%	243
2017 Q4	$18K	Hold	328	–	–	0.01%	220
2017 Q3	$17K	Hold	328	–	–	0.01%	245
2017 Q2	$18K	Hold	328	–	–	0.01%	246
2017 Q1	$19K	Hold	328	–	–	0.01%	220
2016 Q4	$20K	Buy	+328	New	+$20.3K	0.01%	211

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Mascoma Wealth Management's GIS Position: Q2 2026 in Review

Mascoma Wealth Management opened a new position in General Mills (GIS) in Q2 2026: 50 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in GIS as recently as Q2 2025.

Mascoma Wealth Management first reported a position in GIS in Q4 2016 and has held it in 29 quarters since. The position peaked at $371K in Q2 2019. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Mascoma Wealth Management held 50 shares of General Mills worth $1.74K as of Q2 2026.
General Mills was a new Mascoma Wealth Management position in Q2 2026.
General Mills made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #467 holding.
Mascoma Wealth Management first reported a position in General Mills in Q4 2016 and has held it in 29 quarters since.
Mascoma Wealth Management's General Mills position peaked at $371K in Q2 2019.
1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.