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Optimist Retirement Group’s General Mills GIS Stock Holding History

Optimist Retirement Group’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
Q3 		– Sell
-34,104
Closed -$1.77M – 123
2025
Q2 		$1.77M Buy
34,104
+1,026
+3% +$56.6K 0.85% 42
2025
Q1 		$1.98M Buy
33,078
+8,523
+35% +$512K 0.99% 39
2024
Q4 		$1.57M Sell
24,555
-3,807
-13% -$255K 0.74% 36
2024
Q3 		$2.09M Buy
28,362
+4,528
+19% +$314K 0.95% 37
2024
Q2 		$1.51M Buy
23,834
+1,606
+7% +$110K 0.79% 42
2024
Q1 		$1.56M Buy
22,228
+4,245
+24% +$276K 0.8% 40
2023
Q4 		$1.17M Buy
+17,983
New +$1.16M 0.76% 30

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Optimist Retirement Group's GIS Position: Q3 2025 in Review

Optimist Retirement Group sold out of General Mills (GIS) in Q3 2025, closing a stake of 34,104 shares — an estimated $1.77M sold.

Optimist Retirement Group first reported a position in GIS in Q4 2023 and held it in 7 quarters. The position peaked at $2.09M in Q3 2024. 1,425 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • Optimist Retirement Group reported no remaining General Mills position as of Q3 2025 after selling out during the quarter.
  • Optimist Retirement Group sold 34,104 General Mills shares in Q3 2025, an estimated $1.77M.
  • Optimist Retirement Group first reported a position in General Mills in Q4 2023 and held it in 7 quarters.
  • Optimist Retirement Group's General Mills position peaked at $2.09M in Q3 2024.
  • 1,425 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on Optimist Retirement Group's 13F filing for Q3 2025, filed 17 Nov 2025.