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 Q3	$389K	Sell	12,101 -340	-3%	-$12.7K	0.18%	90
2026 Q2	$433K	Hold	12,441	–	–	0.2%	83
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Primoris Wealth Advisors's GIS Position: Q3 2026 in Review

Primoris Wealth Advisors reduced its General Mills (GIS) stake by 2.7% in Q3 2026, selling an estimated $12.7K and leaving 12,101 shares worth $389K. The position accounts for 0.18% of the portfolio, ranked #90.

Primoris Wealth Advisors first reported a position in GIS in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.11M in Q1 2023. 1,099 funds tracked by Wall St. Rank hold GIS as of Q3 2026.

Primoris Wealth Advisors held 12,101 shares of General Mills worth $389K as of Q3 2026.
Primoris Wealth Advisors sold 340 General Mills shares in Q3 2026, an estimated $12.7K.
General Mills made up 0.18% of Primoris Wealth Advisors's portfolio in Q3 2026, its #90 holding.
Primoris Wealth Advisors first reported a position in General Mills in Q4 2021 and has held it in 20 quarters since.
Primoris Wealth Advisors's General Mills position peaked at $1.11M in Q1 2023.
1,099 funds tracked by Wall St. Rank held General Mills as of Q3 2026.

Based on Primoris Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.