PWPS
GIS icon

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
Q2 		$78.1K Buy
2,244
+474
+27% +$16.4K 0.01% 1012
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pinnacle Wealth Planning Services's GIS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its General Mills (GIS) stake by 27% in Q2 2026, buying an estimated $16.4K and bringing the position to 2,244 shares worth $78.1K. The position accounts for 0.01% of the portfolio, ranked #1012.

Pinnacle Wealth Planning Services first reported a position in GIS in Q4 2020 and has held it in 16 quarters since. The position peaked at $325K in Q4 2022. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,244 shares of General Mills worth $78.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 474 General Mills shares in Q2 2026, an estimated $16.4K.
  • General Mills made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1012 holding.
  • Pinnacle Wealth Planning Services first reported a position in General Mills in Q4 2020 and has held it in 16 quarters since.
  • Pinnacle Wealth Planning Services's General Mills position peaked at $325K in Q4 2022.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.