Meridian Wealth Management’s General Mills GIS Stock Holding History

Meridian 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
2025 Q1	–	Sell	-52,646	Closed	-$3.36M	–	633
2024 Q4	$3.36M	Buy	52,646 +1,005	+2%	+$67.4K	0.16%	136
2024 Q3	$3.81M	Buy	+51,641	New	+$3.58M	0.19%	119
2024 Q2	–	Sell	-46,259	Closed	-$3.24M	–	381
2024 Q1	$3.24M	Buy	46,259 +8,034	+21%	+$523K	0.54%	36
2023 Q4	$2.49M	Buy	38,225 +31,295	+452%	+$2.02M	0.16%	149
2023 Q3	$445K	Buy	6,930 +4,068	+142%	+$287K	0.03%	387
2023 Q2	$219K	Buy	2,862 +139	+5%	+$11.9K	0.02%	501
2023 Q1	$233K	Buy	2,723 +15	+0.6%	+$1.2K	0.02%	479
2022 Q4	$227K	Buy	+2,708	New	+$221K	0.02%	466
2019 Q3	–	Sell	-696	Closed	-$36.6K	–	296
2019 Q2	$36.6K	Buy	+696	New	+$36K	0.01%	423
2018 Q2	–	Sell	-6,934	Closed	-$312K	–	189
2018 Q1	$312K	Buy	+6,934	New	+$376K	0.16%	132

Other funds holding GIS

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Meridian Wealth Management's GIS Position: Q1 2025 in Review

Meridian Wealth Management sold out of General Mills (GIS) in Q1 2025, closing a stake of 52,646 shares — an estimated $3.36M sold.

Meridian Wealth Management first reported a position in GIS in Q1 2018 and held it in 10 quarters. The position peaked at $3.81M in Q3 2024. 1,557 funds tracked by Wall St. Rank hold GIS as of Q1 2025.

Meridian Wealth Management reported no remaining General Mills position as of Q1 2025 after selling out during the quarter.
Meridian Wealth Management sold 52,646 General Mills shares in Q1 2025, an estimated $3.36M.
Meridian Wealth Management first reported a position in General Mills in Q1 2018 and held it in 10 quarters.
Meridian Wealth Management's General Mills position peaked at $3.81M in Q3 2024.
1,557 funds tracked by Wall St. Rank held General Mills as of Q1 2025.

Based on Meridian Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.