Root Financial Partners
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Root Financial Partners’s General Mills GIS Stock Holding History

Root Financial Partners’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 		$152K Buy
+4,720
New +$176K 0.01% 553
2026
Q2 		– Sell
-7,984
Closed -$297K – 1518
2026
Q1 		$297K Buy
7,984
+6,831
+592% +$297K 0.01% 251
2025
Q4 		$53.6K Buy
1,153
+366
+47% +$17.4K ﹤0.01% 681
2025
Q3 		$39.7K Buy
+787
New +$39.5K ﹤0.01% 760

Other funds holding GIS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Root Financial Partners's GIS Position: Q3 2026 in Review

Root Financial Partners opened a new position in General Mills (GIS) in Q3 2026: 4,720 shares worth $152K. The stake represents 0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GIS as recently as Q1 2026.

Root Financial Partners first reported a position in GIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $297K in Q1 2026. 1,099 funds tracked by Wall St. Rank hold GIS as of Q3 2026.

  • Root Financial Partners held 4,720 shares of General Mills worth $152K as of Q3 2026.
  • General Mills was a new Root Financial Partners position in Q3 2026.
  • General Mills made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #553 holding.
  • Root Financial Partners first reported a position in General Mills in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's General Mills position peaked at $297K in Q1 2026.
  • 1,099 funds tracked by Wall St. Rank held General Mills as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.