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Prevail Innovative Wealth Advisors’s General Mills GIS Stock Holding History

Prevail Innovative 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
-19,094
Closed -$963K – 208
2025
Q3 		$963K Buy
19,094
+8,464
+80% +$424K 0.19% 148
2025
Q2 		$551K Buy
+10,630
New +$587K 0.12% 165

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

Prevail Innovative Wealth Advisors's GIS Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of General Mills (GIS) in Q4 2025, closing a stake of 19,094 shares — an estimated $963K sold.

Prevail Innovative Wealth Advisors first reported a position in GIS in Q2 2025 and held it in 2 quarters. The position peaked at $963K in Q3 2025. 1,411 funds tracked by Wall St. Rank hold GIS as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining General Mills position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 19,094 General Mills shares in Q4 2025, an estimated $963K.
  • Prevail Innovative Wealth Advisors first reported a position in General Mills in Q2 2025 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's General Mills position peaked at $963K in Q3 2025.
  • 1,411 funds tracked by Wall St. Rank held General Mills as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.