MW
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MBL Wealth’s General Mills GIS Stock Holding History

MBL Wealth’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
Q1 		$325K Buy
+8,727
New +$379K 0.02% 248
2023
Q3 		– Sell
-4,205
Closed -$323K – 183
2023
Q2 		$323K Sell
4,205
-1,082
-20% -$92.5K 0.05% 129
2023
Q1 		$452K Sell
5,287
-25
-0.5% -$2K 0.07% 103
2022
Q4 		$445K Buy
5,312
+1,139
+27% +$92.8K 0.09% 108
2022
Q3 		$320K Buy
4,173
+1,196
+40% +$91.2K 0.07% 119
2022
Q2 		$225K Buy
+2,977
New +$209K 0.06% 126

Other funds holding GIS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return