PFG Private Wealth Management’s General Mills GIS Stock Holding History

PFG Private 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
2025 Q2	–	Sell	-54	Closed	-$3.23K	–	129
2025 Q1	$3.23K	Hold	54	–	–	﹤0.01%	201
2024 Q4	$3.44K	Sell	54 -17	-24%	-$1.14K	﹤0.01%	174
2024 Q3	$5.24K	Hold	71	–	–	﹤0.01%	159
2024 Q2	$4.49K	Hold	71	–	–	﹤0.01%	163
2024 Q1	$4.97K	Hold	71	–	–	﹤0.01%	152
2023 Q4	$4.63K	Hold	71	–	–	﹤0.01%	161
2023 Q3	$4.54K	Hold	71	–	–	﹤0.01%	224
2023 Q2	$5.45K	Hold	71	–	–	﹤0.01%	233
2023 Q1	$6.07K	Hold	71	–	–	﹤0.01%	225
2022 Q4	$6K	Hold	71	–	–	﹤0.01%	209
2022 Q3	$5K	Hold	71	–	–	﹤0.01%	213
2022 Q2	$5K	Sell	71 -158	-69%	-$11.1K	﹤0.01%	221
2022 Q1	$16K	Sell	229 -5,750	-96%	-$386K	0.01%	182
2021 Q4	$403K	Buy	5,979 +596	+11%	+$37.9K	0.21%	43
2021 Q3	$322K	Buy	5,383 +128	+2%	+$7.56K	0.19%	47
2021 Q2	$320K	Buy	5,255 +847	+19%	+$52.4K	0.21%	46
2021 Q1	$270K	Buy	+4,408	New	+$254K	0.19%	44

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PFG Private Wealth Management's GIS Position: Q2 2025 in Review

PFG Private Wealth Management sold out of General Mills (GIS) in Q2 2025, closing a stake of 54 shares — an estimated $3.23K sold.

PFG Private Wealth Management first reported a position in GIS in Q1 2021 and held it in 17 quarters. The position peaked at $403K in Q4 2021. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

PFG Private Wealth Management reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 54 General Mills shares in Q2 2025, an estimated $3.23K.
PFG Private Wealth Management first reported a position in General Mills in Q1 2021 and held it in 17 quarters.
PFG Private Wealth Management's General Mills position peaked at $403K in Q4 2021.
1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.