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Principia Wealth Advisory’s General Mills GIS Stock Holding History

Principia Wealth Advisory’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 		$3.9K Buy
112
+98
+700% +$3.38K ﹤0.01% 418
2026
Q1 		$521 Sell
14
-38
-73% -$1.65K ﹤0.01% 850
2025
Q4 		$2.42K Buy
52
+21
+68% +$998 ﹤0.01% 413
2025
Q3 		$1.56K Sell
31
-14
-31% -$702 ﹤0.01% 495
2025
Q2 		$2.33K Buy
45
+39
+650% +$2.15K ﹤0.01% 354
2025
Q1 		$348 Sell
6
-2
-25% -$120 ﹤0.01% 663
2024
Q4 		$510 Buy
+8
New +$537 ﹤0.01% 539

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

Principia Wealth Advisory's GIS Position: Q2 2026 in Review

Principia Wealth Advisory increased its General Mills (GIS) stake by 700% in Q2 2026, buying an estimated $3.38K and bringing the position to 112 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Principia Wealth Advisory first reported a position in GIS in Q4 2024 and has held it in 7 quarters since. 1,334 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Principia Wealth Advisory held 112 shares of General Mills worth $3.9K as of Q2 2026.
  • Principia Wealth Advisory bought 98 General Mills shares in Q2 2026, an estimated $3.38K.
  • General Mills made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #418 holding.
  • Principia Wealth Advisory first reported a position in General Mills in Q4 2024 and has held it in 7 quarters since.
  • 1,334 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.