Pinnacle Wealth Planning Services’s General Mills GIS Stock Holding History

Pinnacle Wealth Planning 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	$65.9K	Buy	1,770 +770	+77%	+$33.4K	0.01%	1038
2025 Q4	$46.5K	Buy	+1,000	New	+$47.5K	﹤0.01%	1245
2024 Q4	–	Sell	-3,616	Closed	-$267K	–	460
2024 Q3	$267K	Buy	3,616 +26	+0.7%	+$1.8K	0.04%	341
2024 Q2	$227K	Sell	3,590 -30	-0.8%	-$2.06K	0.03%	376
2024 Q1	$253K	Buy	3,620 +12	+0.3%	+$781	0.04%	350
2023 Q4	$235K	Buy	3,608 +52	+1%	+$3.36K	0.04%	344
2023 Q3	$228K	Sell	3,556 -211	-6%	-$14.9K	0.04%	327
2023 Q2	$289K	Hold	3,767	–	–	0.05%	271
2023 Q1	$322K	Sell	3,767 -107	-3%	-$8.54K	0.05%	253
2022 Q4	$325K	Buy	3,874 +135	+4%	+$11K	0.06%	247
2022 Q3	$286K	Hold	3,739	–	–	0.05%	251
2022 Q2	$282K	Buy	3,739 +217	+6%	+$15.2K	0.05%	260
2022 Q1	$239K	Sell	3,522 -59	-2%	-$3.96K	0.04%	326
2021 Q4	$241K	Buy	+3,581	New	+$227K	0.05%	311
2021 Q1	–	Sell	-2,201	Closed	-$129K	–	984
2020 Q4	$129K	Buy	+2,201	New	+$133K	0.03%	386

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

Pinnacle Wealth Planning Services's GIS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its General Mills (GIS) stake by 77% in Q1 2026, buying an estimated $33.4K and bringing the position to 1,770 shares worth $65.9K. The position accounts for 0.01% of the portfolio, ranked #1038.

Pinnacle Wealth Planning Services first reported a position in GIS in Q4 2020 and has held it in 15 quarters since. The position peaked at $325K in Q4 2022. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

Pinnacle Wealth Planning Services held 1,770 shares of General Mills worth $65.9K as of Q1 2026.
Pinnacle Wealth Planning Services bought 770 General Mills shares in Q1 2026, an estimated $33.4K.
General Mills made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1038 holding.
Pinnacle Wealth Planning Services first reported a position in General Mills in Q4 2020 and has held it in 15 quarters since.
Pinnacle Wealth Planning Services's General Mills position peaked at $325K in Q4 2022.
1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.