Personal CFO Solutions’s General Mills GIS Stock Holding History

Personal CFO Solutions’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 Q1	$540K	Buy	14,500 +2,154	+17%	+$93.5K	0.08%	237
2025 Q4	$574K	Buy	12,346 +1,955	+19%	+$92.9K	0.09%	212
2025 Q3	$524K	Buy	10,391 +813	+8%	+$40.8K	0.09%	224
2025 Q2	$496K	Sell	9,578 -959	-9%	-$52.9K	0.09%	227
2025 Q1	$630K	Buy	10,537 +350	+3%	+$21K	0.13%	175
2024 Q4	$650K	Buy	+10,187	New	+$683K	0.13%	172
2020 Q2	–	Sell	-4,581	Closed	-$242K	–	329
2020 Q1	$242K	Sell	4,581 -902	-16%	-$47.6K	0.09%	203
2019 Q4	$291K	Buy	5,483 +156	+3%	+$8.22K	0.08%	218
2019 Q3	$294K	Buy	+5,327	New	+$287K	0.12%	206

Other funds holding GIS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Personal CFO Solutions's GIS Position: Q1 2026 in Review

Personal CFO Solutions increased its General Mills (GIS) stake by 17% in Q1 2026, buying an estimated $93.5K and bringing the position to 14,500 shares worth $540K. The position accounts for 0.08% of the portfolio, ranked #237.

Personal CFO Solutions first reported a position in GIS in Q3 2019 and has held it in 9 quarters since. The position peaked at $650K in Q4 2024. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

Personal CFO Solutions held 14,500 shares of General Mills worth $540K as of Q1 2026.
Personal CFO Solutions bought 2,154 General Mills shares in Q1 2026, an estimated $93.5K.
General Mills made up 0.08% of Personal CFO Solutions's portfolio in Q1 2026, its #237 holding.
Personal CFO Solutions first reported a position in General Mills in Q3 2019 and has held it in 9 quarters since.
Personal CFO Solutions's General Mills position peaked at $650K in Q4 2024.
1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.