Moneta Group Investment Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $244K | Sell |
7,002
-47
| -0.7% | -$1.62K | ﹤0.01% | 761 |
|
|
2026
Q1 | $262K | Sell |
7,049
-15,265
| -68% | -$663K | ﹤0.01% | 671 |
|
|
2025
Q4 | $1.04M | Buy |
22,314
+411
| +2% | +$19.5K | 0.01% | 352 |
|
|
2025
Q3 | $1.1M | Buy |
21,903
+13,091
| +149% | +$656K | 0.01% | 339 |
|
|
2025
Q2 | $457K | Sell |
8,812
-502
| -5% | -$27.7K | 0.01% | 455 |
|
|
2025
Q1 | $557K | Buy |
9,314
+507
| +6% | +$30.5K | 0.01% | 394 |
|
|
2024
Q4 | $562K | Sell |
8,807
-300
| -3% | -$20.1K | 0.01% | 387 |
|
|
2024
Q3 | $673K | Buy |
9,107
+165
| +2% | +$11.4K | 0.01% | 347 |
|
|
2024
Q2 | $566K | Sell |
8,942
-1,293
| -13% | -$88.8K | 0.01% | 360 |
|
|
2024
Q1 | $716K | Buy |
10,235
+1,098
| +12% | +$71.5K | 0.01% | 316 |
|
|
2023
Q4 | $595K | Buy |
9,137
+455
| +5% | +$29.4K | 0.01% | 315 |
|
|
2023
Q3 | $556K | Sell |
8,682
-1,199
| -12% | -$84.7K | 0.01% | 295 |
|
|
2023
Q2 | $758K | Sell |
9,881
-3,401
| -26% | -$291K | 0.02% | 259 |
|
|
2023
Q1 | $1.14M | Buy |
13,282
+4,282
| +48% | +$342K | 0.03% | 204 |
|
|
2022
Q4 | $705K | Buy |
9,000
+46
| +0.5% | +$3.75K | 0.02% | 251 |
|
|
2022
Q3 | $686K | Sell |
8,954
-496
| -5% | -$37.8K | 0.03% | 229 |
|
|
2022
Q2 | $713K | Buy |
9,450
+265
| +3% | +$18.6K | 0.02% | 250 |
|
|
2022
Q1 | $622K | Sell |
9,185
-150
| -2% | -$10.1K | 0.02% | 263 |
|
|
2021
Q4 | $629K | Sell |
9,335
-879
| -9% | -$55.8K | 0.03% | 262 |
|
|
2021
Q3 | $611K | Sell |
10,214
-6,362
| -38% | -$376K | 0.03% | 256 |
|
|
2021
Q2 | $1.01M | Buy |
16,576
+774
| +5% | +$47.9K | 0.05% | 195 |
|
|
2021
Q1 | $969K | Buy |
15,802
+7,588
| +92% | +$438K | 0.05% | 182 |
|
|
2020
Q4 | $483K | Sell |
8,214
-2,243
| -21% | -$136K | 0.03% | 198 |
|
|
2020
Q3 | $645K | Buy |
10,457
+416
| +4% | +$26K | 0.06% | 151 |
|
|
2020
Q2 | $619K | Buy |
10,041
+1,172
| +13% | +$70.7K | 0.06% | 139 |
|
|
2020
Q1 | $468K | Buy |
8,869
+299
| +3% | +$15.8K | 0.05% | 154 |
|
|
2019
Q4 | $459K | Sell |
8,570
-429
| -5% | -$22.6K | 0.04% | 175 |
|
|
2019
Q3 | $496K | Buy |
8,999
+450
| +5% | +$24.3K | 0.05% | 169 |
|
|
2019
Q2 | $449K | Buy |
8,549
+85
| +1% | +$4.39K | 0.04% | 162 |
|
|
2019
Q1 | $438K | Sell |
8,464
-473
| -5% | -$21.4K | 0.05% | 150 |
|
|
2018
Q4 | $348K | Sell |
8,937
-2,909
| -25% | -$123K | 0.04% | 161 |
|
|
2018
Q3 | $508K | Sell |
11,846
-4,110
| -26% | -$186K | 0.05% | 148 |
|
|
2018
Q2 | $706K | Buy |
15,956
+9,458
| +146% | +$414K | 0.08% | 141 |
|
|
2018
Q1 | $293K | Buy |
6,498
+1,922
| +42% | +$104K | 0.04% | 158 |
|
|
2017
Q4 | $271K | Buy |
4,576
+245
| +6% | +$13.3K | 0.04% | 163 |
|
|
2017
Q3 | $224K | Sell |
4,331
-4,915
| -53% | -$269K | 0.03% | 183 |
|
|
2017
Q2 | $512K | Buy |
9,246
+3,765
| +69% | +$215K | 0.08% | 121 |
|
|
2017
Q1 | $323K | Buy |
5,481
+307
| +6% | +$18.8K | 0.06% | 117 |
|
|
2016
Q4 | $320K | Buy |
5,174
+1,018
| +24% | +$63.1K | 0.07% | 117 |
|
|
2016
Q3 | $265K | Sell |
4,156
-8,550
| -67% | -$595K | 0.06% | 114 |
|
|
2016
Q2 | $906K | Buy |
12,706
+2,820
| +29% | +$180K | 0.2% | 71 |
|
|
2016
Q1 | $626K | Buy |
9,886
+5,430
| +122% | +$316K | 0.14% | 89 |
|
|
2015
Q4 | $257K | Sell |
4,456
-980
| -18% | -$56.4K | 0.06% | 113 |
|
|
2015
Q3 | $305K | Buy |
+5,436
| New | +$311K | 0.08% | 100 |
|
Other funds holding GIS
Moneta Group Investment Advisors's GIS Position: Q2 2026 in Review
Moneta Group Investment Advisors reduced its General Mills (GIS) stake by 0.67% in Q2 2026, selling an estimated $1.62K and leaving 7,002 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #761.
Moneta Group Investment Advisors first reported a position in GIS in Q3 2015 and has held it in 44 quarters since. The position peaked at $1.14M in Q1 2023. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.
- Moneta Group Investment Advisors held 7,002 shares of General Mills worth $244K as of Q2 2026.
- Moneta Group Investment Advisors sold 47 General Mills shares in Q2 2026, an estimated $1.62K.
- General Mills made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #761 holding.
- Moneta Group Investment Advisors first reported a position in General Mills in Q3 2015 and has held it in 44 quarters since.
- Moneta Group Investment Advisors's General Mills position peaked at $1.14M in Q1 2023.
- 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.