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Physician Wealth Advisors’s General Mills GIS Stock Holding History

Physician 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
2026
Q2 		$17.3K Buy
497
+60
+14% +$2.07K ﹤0.01% 713
2026
Q1 		$16.2K Buy
437
+55
+14% +$2.39K ﹤0.01% 674
2025
Q4 		$17.8K Sell
382
-399
-51% -$19K ﹤0.01% 618
2025
Q3 		$39.4K Buy
781
+605
+344% +$30.3K 0.01% 416
2025
Q2 		$9.12K Buy
176
+5
+3% +$276 ﹤0.01% 660
2025
Q1 		$10.2K Buy
171
+15
+10% +$901 ﹤0.01% 606
2024
Q4 		$9.95K Buy
+156
New +$10.5K ﹤0.01% 632

Other funds holding GIS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Physician Wealth Advisors's GIS Position: Q2 2026 in Review

Physician Wealth Advisors increased its General Mills (GIS) stake by 14% in Q2 2026, buying an estimated $2.07K and bringing the position to 497 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Physician Wealth Advisors first reported a position in GIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.4K in Q3 2025. 279 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Physician Wealth Advisors held 497 shares of General Mills worth $17.3K as of Q2 2026.
  • Physician Wealth Advisors bought 60 General Mills shares in Q2 2026, an estimated $2.07K.
  • General Mills made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #713 holding.
  • Physician Wealth Advisors first reported a position in General Mills in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's General Mills position peaked at $39.4K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.