Sagespring Wealth Partners’s General Mills GIS Stock Holding History

Sagespring Wealth 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
2025 Q4	–	Sell	-4,711	Closed	-$238K	–	794
2025 Q3	$238K	Buy	4,711 +270	+6%	+$13.5K	﹤0.01%	681
2025 Q2	$230K	Buy	4,441 +463	+12%	+$25.5K	0.01%	658
2025 Q1	$238K	Sell	3,978 -34	-0.8%	-$2.04K	0.01%	591
2024 Q4	$256K	Buy	+4,012	New	+$269K	0.01%	519

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sagespring Wealth Partners's GIS Position: Q4 2025 in Review

Sagespring Wealth Partners sold out of General Mills (GIS) in Q4 2025, closing a stake of 4,711 shares — an estimated $238K sold.

Sagespring Wealth Partners first reported a position in GIS in Q4 2024 and held it in 4 quarters. The position peaked at $256K in Q4 2024. 1,412 funds tracked by Wall St. Rank hold GIS as of Q4 2025.

Sagespring Wealth Partners reported no remaining General Mills position as of Q4 2025 after selling out during the quarter.
Sagespring Wealth Partners sold 4,711 General Mills shares in Q4 2025, an estimated $238K.
Sagespring Wealth Partners first reported a position in General Mills in Q4 2024 and held it in 4 quarters.
Sagespring Wealth Partners's General Mills position peaked at $256K in Q4 2024.
1,412 funds tracked by Wall St. Rank held General Mills as of Q4 2025.

Based on Sagespring Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.