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Putney Financial Group’s General Mills GIS Stock Holding History

Putney Financial 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
2025
Q3 		– Sell
-680
Closed -$35.2K – 155
2025
Q2 		$35.2K Sell
680
-100
-13% -$5.52K 0.04% 145
2025
Q1 		$46.6K Sell
780
-86
-10% -$5.17K 0.05% 122
2024
Q4 		$55.2K Buy
+866
New +$58.1K 0.05% 132

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Putney Financial Group's GIS Position: Q3 2025 in Review

Putney Financial Group sold out of General Mills (GIS) in Q3 2025, closing a stake of 680 shares — an estimated $35.2K sold.

Putney Financial Group first reported a position in GIS in Q4 2024 and held it in 3 quarters. The position peaked at $55.2K in Q4 2024. 1,425 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • Putney Financial Group reported no remaining General Mills position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 680 General Mills shares in Q3 2025, an estimated $35.2K.
  • Putney Financial Group first reported a position in General Mills in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's General Mills position peaked at $55.2K in Q4 2024.
  • 1,425 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.