Pension & Wealth Management Advisors’s General Mills GIS Stock Holding History

Pension & Wealth Management 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
2026 Q2	$46.3K	Sell	1,330 -50	-4%	-$1.73K	0.01%	331
2026 Q1	$51.4K	Hold	1,380	–	–	0.02%	296
2025 Q4	$64.2K	Hold	1,380	–	–	0.02%	277
2025 Q3	$69.6K	Hold	1,380	–	–	0.02%	242
2025 Q2	$71.5K	Hold	1,380	–	–	0.02%	231
2025 Q1	$82.5K	Hold	1,380	–	–	0.03%	213
2024 Q4	$88K	Sell	1,380 -50	-3%	-$3.35K	0.04%	198
2024 Q3	$106K	Hold	1,430	–	–	0.05%	158
2024 Q2	$90.5K	Hold	1,430	–	–	0.05%	159
2024 Q1	$100K	Hold	1,430	–	–	0.07%	148
2023 Q4	$93.2K	Hold	1,430	–	–	0.06%	145
2023 Q3	$91.5K	Hold	1,430	–	–	0.07%	135
2023 Q2	$110K	Hold	1,430	–	–	0.08%	122
2023 Q1	$122K	Hold	1,430	–	–	0.1%	108
2022 Q4	$120K	Buy	+1,430	New	+$116K	0.1%	106

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

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pension & Wealth Management Advisors's GIS Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its General Mills (GIS) stake by 3.6% in Q2 2026, selling an estimated $1.73K and leaving 1,330 shares worth $46.3K. The position accounts for 0.01% of the portfolio, ranked #331.

Pension & Wealth Management Advisors first reported a position in GIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $122K in Q1 2023. 1,261 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Pension & Wealth Management Advisors held 1,330 shares of General Mills worth $46.3K as of Q2 2026.
Pension & Wealth Management Advisors sold 50 General Mills shares in Q2 2026, an estimated $1.73K.
General Mills made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #331 holding.
Pension & Wealth Management Advisors first reported a position in General Mills in Q4 2022 and has held it in 15 quarters since.
Pension & Wealth Management Advisors's General Mills position peaked at $122K in Q1 2023.
1,261 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.