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Phoenix Wealth Advisors’s General Mills GIS Stock Holding History

Phoenix Wealth 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
2025
Q4 		– Sell
-4,563
Closed -$230K – 129
2025
Q3 		$230K Buy
4,563
+106
+2% +$5.32K 0.09% 123
2025
Q2 		$231K Buy
4,457
+113
+3% +$6.24K 0.1% 117
2025
Q1 		$260K Sell
4,344
-75
-2% -$4.5K 0.11% 105
2024
Q4 		$282K Sell
4,419
-80
-2% -$5.37K 0.12% 98
2024
Q3 		$332K Buy
4,499
+14
+0.3% +$970 0.15% 94
2024
Q2 		$284K Buy
4,485
+40
+0.9% +$2.75K 0.14% 105
2024
Q1 		$311K Sell
4,445
-75
-2% -$4.88K 0.19% 93
2023
Q4 		$302K Sell
4,520
-102
-2% -$6.58K 0.21% 91
2023
Q3 		$296K Buy
4,622
+63
+1% +$4.45K 0.17% 85
2023
Q2 		$350K Sell
4,559
-74
-2% -$6.32K 0.2% 71
2023
Q1 		$396K Buy
4,633
+37
+0.8% +$2.96K 0.25% 57
2022
Q4 		$385K Sell
4,596
-230
-5% -$18.7K 0.23% 58
2022
Q3 		$370K Sell
4,826
-426
-8% -$32.5K 0.37% 62
2022
Q2 		$396K Buy
+5,252
New +$368K 0.39% 51
2022
Q1 		– Sell
-4,741
Closed -$319K – 106
2021
Q4 		$319K Sell
4,741
-846
-15% -$53.7K 0.24% 86
2021
Q3 		$334K Buy
5,587
+32
+0.6% +$1.89K 0.25% 83
2021
Q2 		$332K Sell
5,555
-30,563
-85% -$1.89M 0.24% 89
2021
Q1 		$2.2M Buy
36,118
+1,607
+5% +$92.7K 1.71% 20
2020
Q4 		$2.03M Buy
+34,511
New +$2.09M 1.54% 26

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Phoenix Wealth Advisors's GIS Position: Q4 2025 in Review

Phoenix Wealth Advisors sold out of General Mills (GIS) in Q4 2025, closing a stake of 4,563 shares — an estimated $230K sold.

Phoenix Wealth Advisors first reported a position in GIS in Q4 2020 and held it in 19 quarters. The position peaked at $2.2M in Q1 2021. 1,410 funds tracked by Wall St. Rank hold GIS as of Q4 2025.

  • Phoenix Wealth Advisors reported no remaining General Mills position as of Q4 2025 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 4,563 General Mills shares in Q4 2025, an estimated $230K.
  • Phoenix Wealth Advisors first reported a position in General Mills in Q4 2020 and held it in 19 quarters.
  • Phoenix Wealth Advisors's General Mills position peaked at $2.2M in Q1 2021.
  • 1,410 funds tracked by Wall St. Rank held General Mills as of Q4 2025.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.