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 Q3	–	Sell	-50	Closed	-$1.74K	–	600
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%	+$1.56K	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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Mascoma Wealth Management's GIS Position: Q3 2026 in Review

Mascoma Wealth Management sold out of General Mills (GIS) in Q3 2026, closing a stake of 50 shares — an estimated $1.74K sold.

Mascoma Wealth Management first reported a position in GIS in Q4 2016 and held it in 29 quarters. The position peaked at $371K in Q2 2019. 316 funds tracked by Wall St. Rank hold GIS as of Q3 2026.

Mascoma Wealth Management reported no remaining General Mills position as of Q3 2026 after selling out during the quarter.
Mascoma Wealth Management sold 50 General Mills shares in Q3 2026, an estimated $1.74K.
Mascoma Wealth Management first reported a position in General Mills in Q4 2016 and held it in 29 quarters.
Mascoma Wealth Management's General Mills position peaked at $371K in Q2 2019.
316 funds tracked by Wall St. Rank held General Mills as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.