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Optimum Investment Advisors’s General Mills GIS Stock Holding History

Optimum Investment Advisors’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
2018
Q3 		– Sell
-2,000
Closed -$2K – 1057
2018
Q2 		$2K Buy
+2,000
New +$87.5K ﹤0.01% 995

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

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.