Next Level Wealth Planning’s General Mills GIS Stock Holding History

Next Level Wealth Planning’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	$15.1K	Buy	+470	New	+$17.5K	0.01%	296

Other funds holding GIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Next Level Wealth Planning's GIS Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in General Mills (GIS) in Q3 2026: 470 shares worth $15.1K. The stake represents 0.01% of the portfolio and ranks #296 among its holdings.

688 funds tracked by Wall St. Rank hold GIS as of Q3 2026.

Next Level Wealth Planning held 470 shares of General Mills worth $15.1K as of Q3 2026.
General Mills was a new Next Level Wealth Planning position in Q3 2026.
General Mills made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #296 holding.
688 funds tracked by Wall St. Rank held General Mills as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.