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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Partnership Wealth Management's GIS Position: Q2 2026 in Review

Partnership Wealth Management held its General Mills (GIS) position steady in Q2 2026 at 6,000 shares worth $209K. The position accounts for 0.14% of the portfolio, ranked #65.

Partnership Wealth Management first reported a position in GIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $443K in Q3 2024. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Partnership Wealth Management held 6,000 shares of General Mills worth $209K as of Q2 2026.
Partnership Wealth Management left its General Mills share count unchanged in Q2 2026.
General Mills made up 0.14% of Partnership Wealth Management's portfolio in Q2 2026, its #65 holding.
Partnership Wealth Management first reported a position in General Mills in Q4 2023 and has held it in 11 quarters since.
Partnership Wealth Management's General Mills position peaked at $443K in Q3 2024.
1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.