Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.1K | Hold |
518
| – | – | 0.01% | 416 |
|
|
2025
Q2 | $26.8K | Hold |
518
| – | – | 0.01% | 407 |
|
|
2025
Q1 | $31K | Hold |
518
| – | – | 0.01% | 389 |
|
|
2024
Q4 | $33K | Hold |
518
| – | – | 0.01% | 382 |
|
|
2024
Q3 | $38.3K | Sell |
518
-650
| -56% | -$45K | 0.02% | 379 |
|
|
2024
Q2 | $73.9K | Hold |
1,168
| – | – | 0.03% | 309 |
|
|
2024
Q1 | $81.7K | Hold |
1,168
| – | – | 0.04% | 295 |
|
|
2023
Q4 | $76.1K | Hold |
1,168
| – | – | 0.04% | 299 |
|
|
2023
Q3 | $74.7K | Hold |
1,168
| – | – | 0.04% | 311 |
|
|
2023
Q2 | $89.6K | Hold |
1,168
| – | – | 0.04% | 287 |
|
|
2023
Q1 | $99.8K | Hold |
1,168
| – | – | 0.05% | 267 |
|
|
2022
Q4 | $97.9K | Sell |
1,168
-200
| -15% | -$16.3K | 0.05% | 266 |
|
|
2022
Q3 | $105K | Buy |
1,368
+200
| +17% | +$15.2K | 0.06% | 264 |
|
|
2022
Q2 | $88K | Hold |
1,168
| – | – | 0.04% | 306 |
|
|
2022
Q1 | $79K | Hold |
1,168
| – | – | 0.03% | 351 |
|
|
2021
Q4 | $79K | Hold |
1,168
| – | – | 0.03% | 379 |
|
|
2021
Q3 | $70K | Hold |
1,168
| – | – | 0.03% | 397 |
|
|
2021
Q2 | $71K | Hold |
1,168
| – | – | 0.02% | 435 |
|
|
2021
Q1 | $72K | Hold |
1,168
| – | – | 0.02% | 426 |
|
|
2020
Q4 | $69K | Sell |
1,168
-500
| -30% | -$30.2K | 0.02% | 424 |
|
|
2020
Q3 | $103K | Buy |
1,668
+298
| +22% | +$18.6K | 0.03% | 330 |
|
|
2020
Q2 | $84K | Buy |
1,370
+650
| +90% | +$39.2K | 0.03% | 353 |
|
|
2020
Q1 | $38K | Hold |
720
| – | – | 0.02% | 472 |
|
|
2019
Q4 | $39K | Sell |
720
-110
| -13% | -$5.8K | 0.01% | 557 |
|
|
2019
Q3 | $46K | Buy |
830
+110
| +15% | +$5.93K | 0.01% | 530 |
|
|
2019
Q2 | $38K | Hold |
720
| – | – | 0.01% | 555 |
|
|
2019
Q1 | $37K | Hold |
720
| – | – | 0.01% | 568 |
|
|
2018
Q4 | $28K | Hold |
720
| – | – | 0.01% | 582 |
|
|
2018
Q3 | $31K | Hold |
720
| – | – | 0.01% | 647 |
|
|
2018
Q2 | $32K | Hold |
720
| – | – | 0.01% | 626 |
|
|
2018
Q1 | $32K | Buy |
+720
| New | +$39.1K | 0.01% | 606 |
|
|
2015
Q1 | $52K | Hold |
924
| – | – | 0.02% | 504 |
|
|
2014
Q4 | $49K | Sell |
924
-283
| -23% | -$14.6K | 0.02% | 512 |
|
|
2014
Q3 | $61K | Hold |
1,207
| – | – | 0.02% | 433 |
|
|
2014
Q2 | $63K | Hold |
1,207
| – | – | 0.02% | 429 |
|
|
2014
Q1 | $63K | Sell |
1,207
-283
| -19% | -$14K | 0.02% | 367 |
|
|
2013
Q4 | $74K | Buy |
1,490
+566
| +61% | +$28.2K | 0.03% | 339 |
|
|
2013
Q3 | $44K | Buy |
+924
| New | +$46.4K | 0.02% | 387 |
|
Other funds holding GIS
Optimum Investment Advisors's GIS Position: Q3 2025 in Review
Optimum Investment Advisors held its General Mills (GIS) position steady in Q3 2025 at 518 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #416.
Optimum Investment Advisors first reported a position in GIS in Q3 2013 and has held it in 38 quarters since. The position peaked at $105K in Q3 2022. 1,426 funds tracked by Wall St. Rank hold GIS as of Q3 2025.
- Optimum Investment Advisors held 518 shares of General Mills worth $26.1K as of Q3 2025.
- Optimum Investment Advisors left its General Mills share count unchanged in Q3 2025.
- General Mills made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #416 holding.
- Optimum Investment Advisors first reported a position in General Mills in Q3 2013 and has held it in 38 quarters since.
- Optimum Investment Advisors's General Mills position peaked at $105K in Q3 2022.
- 1,426 funds tracked by Wall St. Rank held General Mills as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.