Partnership Wealth Management’s General Mills GIS Stock Holding History

Partnership 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
2026 Q3	–	Sell	-6,000	Closed	-$209K	–	68
2026 Q2	$209K	Hold	6,000	–	–	0.14%	65
2026 Q1	$223K	Hold	6,000	–	–	0.17%	65
2025 Q4	$279K	Hold	6,000	–	–	0.2%	61
2025 Q3	$303K	Hold	6,000	–	–	0.23%	60
2025 Q2	$311K	Hold	6,000	–	–	0.25%	58
2025 Q1	$359K	Hold	6,000	–	–	0.3%	54
2024 Q4	$383K	Hold	6,000	–	–	0.32%	52
2024 Q3	$443K	Hold	6,000	–	–	0.31%	51
2024 Q2	$380K	Sell	6,000 -32	-0.5%	-$2.2K	0.28%	66
2024 Q1	$422K	Hold	6,032	–	–	0.3%	74
2023 Q4	$392K	Buy	+6,032	New	+$389K	0.3%	72

Other funds holding GIS

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Partnership Wealth Management's GIS Position: Q3 2026 in Review

Partnership Wealth Management sold out of General Mills (GIS) in Q3 2026, closing a stake of 6,000 shares — an estimated $209K sold.

Partnership Wealth Management first reported a position in GIS in Q4 2023 and held it in 11 quarters. The position peaked at $443K in Q3 2024. 48 funds tracked by Wall St. Rank hold GIS as of Q3 2026.

Partnership Wealth Management reported no remaining General Mills position as of Q3 2026 after selling out during the quarter.
Partnership Wealth Management sold 6,000 General Mills shares in Q3 2026, an estimated $209K.
Partnership Wealth Management first reported a position in General Mills in Q4 2023 and held it in 11 quarters.
Partnership Wealth Management's General Mills position peaked at $443K in Q3 2024.
48 funds tracked by Wall St. Rank held General Mills as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.