SAG
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SageView Advisory Group’s General Mills GIS Stock Holding History

SageView Advisory 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
Q4 		$390K Sell
8,381
-761
-8% -$36.2K 0.01% 412
2025
Q3 		$461K Sell
9,142
-460
-5% -$23.1K 0.02% 401
2025
Q2 		$479K Sell
9,602
-471
-5% -$26K 0.02% 380
2025
Q1 		$602K Sell
10,073
-569
-5% -$34.2K 0.03% 306
2024
Q4 		$679K Buy
10,642
+623
+6% +$41.8K 0.03% 287
2024
Q3 		$740K Sell
10,019
-1,022
-9% -$70.8K 0.04% 237
2024
Q2 		$698K Buy
11,041
+4,431
+67% +$304K 0.03% 279
2024
Q1 		$1.16M Sell
6,610
-9,005
-58% -$586K 0.06% 177
2023
Q4 		$1.02M Buy
15,615
+3,020
+24% +$195K 0.04% 248
2023
Q3 		$806K Sell
12,595
-2,589
-17% -$183K 0.05% 242
2023
Q2 		$1.16M Buy
15,184
+419
+3% +$35.8K 0.06% 197
2023
Q1 		$1.26M Buy
+14,765
New +$1.18M 0.08% 171

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SageView Advisory Group's GIS Position: Q4 2025 in Review

SageView Advisory Group reduced its General Mills (GIS) stake by 8.3% in Q4 2025, selling an estimated $36.2K and leaving 8,381 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #412.

SageView Advisory Group first reported a position in GIS in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q1 2023. 1,411 funds tracked by Wall St. Rank hold GIS as of Q4 2025.

  • SageView Advisory Group held 8,381 shares of General Mills worth $390K as of Q4 2025.
  • SageView Advisory Group sold 761 General Mills shares in Q4 2025, an estimated $36.2K.
  • General Mills made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #412 holding.
  • SageView Advisory Group first reported a position in General Mills in Q1 2023 and has held it in 12 quarters since.
  • SageView Advisory Group's General Mills position peaked at $1.26M in Q1 2023.
  • 1,411 funds tracked by Wall St. Rank held General Mills as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.