Primoris Wealth Advisors’s General Mills GIS Stock Holding History

Primoris 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 Q1	$463K	Hold	12,441	–	–	0.32%	59
2025 Q4	$579K	Sell	12,441 -130	-1%	-$6.18K	0.35%	61
2025 Q3	$634K	Sell	12,571 -260	-2%	-$13K	0.4%	53
2025 Q2	$665K	Hold	12,831	–	–	0.45%	48
2025 Q1	$767K	Sell	12,831 -200	-2%	-$12K	0.59%	44
2024 Q4	$831K	Sell	13,031 -7	-0.1%	-$470	0.63%	39
2024 Q3	$963K	Hold	13,038	–	–	0.7%	43
2024 Q2	$825K	Hold	13,038	–	–	0.66%	43
2024 Q1	$912K	Hold	13,038	–	–	0.73%	41
2023 Q4	$849K	Hold	13,038	–	–	0.8%	39
2023 Q3	$834K	Buy	13,038 +7	+0.1%	+$495	1.01%	30
2023 Q2	$999K	Hold	13,031	–	–	1.1%	27
2023 Q1	$1.11M	Sell	13,031 -65	-0.5%	-$5.19K	1.37%	25
2022 Q4	$1.1M	Hold	13,096	–	–	1.69%	19
2022 Q3	$1M	Sell	13,096 -40	-0.3%	-$3.05K	1.79%	17
2022 Q2	$990K	Buy	13,136 +40	+0.3%	+$2.8K	1.42%	22
2022 Q1	$887K	Hold	13,096	–	–	0.83%	38
2021 Q4	$881K	Buy	+13,096	New	+$832K	0.71%	38

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

Primoris Wealth Advisors's GIS Position: Q1 2026 in Review

Primoris Wealth Advisors held its General Mills (GIS) position steady in Q1 2026 at 12,441 shares worth $463K. The position accounts for 0.32% of the portfolio, ranked #59.

Primoris Wealth Advisors first reported a position in GIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.11M in Q1 2023. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

Primoris Wealth Advisors held 12,441 shares of General Mills worth $463K as of Q1 2026.
Primoris Wealth Advisors left its General Mills share count unchanged in Q1 2026.
General Mills made up 0.32% of Primoris Wealth Advisors's portfolio in Q1 2026, its #59 holding.
Primoris Wealth Advisors first reported a position in General Mills in Q4 2021 and has held it in 18 quarters since.
Primoris Wealth Advisors's General Mills position peaked at $1.11M in Q1 2023.
1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.