Paragon Private Wealth Management’s General Mills GIS Stock Holding History

Paragon Private Wealth Management’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
2024 Q4	–	Sell	-3,559	Closed	-$263K	–	169
2024 Q3	$263K	Buy	3,559 +281	+9%	+$19.5K	0.13%	140
2024 Q2	$207K	Buy	3,278 +243	+8%	+$16.7K	0.12%	150
2024 Q1	$212K	Buy	+3,035	New	+$198K	0.13%	139
2023 Q4	–	Sell	-3,240	Closed	-$207K	–	140
2023 Q3	$207K	Hold	3,240	–	–	0.17%	120
2023 Q2	$249K	Hold	3,240	–	–	0.2%	111
2023 Q1	$277K	Sell	3,240 -240	-7%	-$19.2K	0.23%	103
2022 Q4	$292K	Buy	3,480 +543	+18%	+$44.2K	0.26%	96
2022 Q3	$230K	Buy	+2,937	New	+$224K	0.22%	110

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Paragon Private Wealth Management's GIS Position: Q4 2024 in Review

Paragon Private Wealth Management sold out of General Mills (GIS) in Q4 2024, closing a stake of 3,559 shares — an estimated $263K sold.

Paragon Private Wealth Management first reported a position in GIS in Q3 2022 and held it in 8 quarters. The position peaked at $292K in Q4 2022. 1,621 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

Paragon Private Wealth Management reported no remaining General Mills position as of Q4 2024 after selling out during the quarter.
Paragon Private Wealth Management sold 3,559 General Mills shares in Q4 2024, an estimated $263K.
Paragon Private Wealth Management first reported a position in General Mills in Q3 2022 and held it in 8 quarters.
Paragon Private Wealth Management's General Mills position peaked at $292K in Q4 2022.
1,621 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on Paragon Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.