PWMG
GIS icon

Private Wealth Management Group’s General Mills GIS Stock Holding History

Private Wealth Management Group’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 		$3.27K Buy
94
+17
+22% +$587 ﹤0.01% 994
2026
Q1 		$2.87K Buy
77
+15
+24% +$651 ﹤0.01% 965
2025
Q4 		$2.88K Sell
62
-7
-10% -$333 ﹤0.01% 959
2025
Q3 		$3.48K Sell
69
-2
-3% -$100 ﹤0.01% 928
2025
Q2 		$3.68K Sell
71
-9
-11% -$497 ﹤0.01% 878
2025
Q1 		$4.78K Sell
80
-14
-15% -$841 ﹤0.01% 745
2024
Q4 		$6K Buy
94
+4
+4% +$268 ﹤0.01% 673
2024
Q3 		$6.65K Buy
90
+60
+200% +$4.16K ﹤0.01% 612
2024
Q2 		$1.9K Hold
30
– – ﹤0.01% 1064
2024
Q1 		$2.1K Sell
30
-158
-84% -$10.3K ﹤0.01% 941
2023
Q4 		$12.2K Buy
+188
New +$12.1K 0.01% 362

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

Private Wealth Management Group's GIS Position: Q2 2026 in Review

Private Wealth Management Group increased its General Mills (GIS) stake by 22% in Q2 2026, buying an estimated $587 and bringing the position to 94 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Private Wealth Management Group first reported a position in GIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.2K in Q4 2023. 1,330 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Private Wealth Management Group held 94 shares of General Mills worth $3.27K as of Q2 2026.
  • Private Wealth Management Group bought 17 General Mills shares in Q2 2026, an estimated $587.
  • General Mills made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #994 holding.
  • Private Wealth Management Group first reported a position in General Mills in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's General Mills position peaked at $12.2K in Q4 2023.
  • 1,330 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.