Peterson Wealth Services’s General Mills GIS Stock Holding History

Peterson Wealth Services’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	–	Sell	-20	Closed	-$930	–	218
2025 Q4	$930	Buy	+20	New	+$951	﹤0.01%	215

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

Peterson Wealth Services's GIS Position: Q1 2026 in Review

Peterson Wealth Services sold out of General Mills (GIS) in Q1 2026, closing a stake of 20 shares — an estimated $930 sold.

Peterson Wealth Services first reported a position in GIS in Q4 2025 and held it in 1 quarter. The position peaked at $930 in Q4 2025. 1,305 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

Peterson Wealth Services reported no remaining General Mills position as of Q1 2026 after selling out during the quarter.
Peterson Wealth Services sold 20 General Mills shares in Q1 2026, an estimated $930.
Peterson Wealth Services first reported a position in General Mills in Q4 2025 and held it in 1 quarter.
Peterson Wealth Services's General Mills position peaked at $930 in Q4 2025.
1,305 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.