Modern Wealth Management’s General Mills GIS Stock Holding History

Modern 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 Q1	$206K	Sell	5,544 -1,133	-17%	-$49.2K	﹤0.01%	836
2025 Q4	$310K	Sell	6,677 -357	-5%	-$17K	0.01%	671
2025 Q3	$355K	Sell	7,034 -266	-4%	-$13.3K	0.01%	593
2025 Q2	$378K	Buy	7,300 +3,225	+79%	+$178K	0.01%	550
2025 Q1	$244K	Buy	4,075 +262	+7%	+$15.7K	0.01%	586
2024 Q4	$243K	Sell	3,813 -38	-1%	-$2.55K	0.01%	507
2024 Q3	$284K	Buy	+3,851	New	+$267K	0.02%	353

Other funds holding GIS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

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

Modern Wealth Management's GIS Position: Q1 2026 in Review

Modern Wealth Management reduced its General Mills (GIS) stake by 17% in Q1 2026, selling an estimated $49.2K and leaving 5,544 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Modern Wealth Management first reported a position in GIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $378K in Q2 2025. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

Modern Wealth Management held 5,544 shares of General Mills worth $206K as of Q1 2026.
Modern Wealth Management sold 1,133 General Mills shares in Q1 2026, an estimated $49.2K.
General Mills made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #836 holding.
Modern Wealth Management first reported a position in General Mills in Q3 2024 and has held it in 7 quarters since.
Modern Wealth Management's General Mills position peaked at $378K in Q2 2025.
1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.