SRA
GIS icon

Secured Retirement Advisors’s General Mills GIS Stock Holding History

Secured Retirement Advisors’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
Q1 		– Sell
-3,632
Closed -$232K – 133
2024
Q4 		$232K Buy
3,632
+31
+0.9% +$2.08K 0.13% 128
2024
Q3 		$266K Hold
3,601
– – 0.19% 99
2024
Q2 		$228K Hold
3,601
– – 0.18% 110
2024
Q1 		$252K Hold
3,601
– – 0.21% 97
2023
Q4 		$235K Buy
+3,601
New +$232K 0.23% 96

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Secured Retirement Advisors's GIS Position: Q1 2025 in Review

Secured Retirement Advisors sold out of General Mills (GIS) in Q1 2025, closing a stake of 3,632 shares — an estimated $232K sold.

Secured Retirement Advisors first reported a position in GIS in Q4 2023 and held it in 5 quarters. The position peaked at $266K in Q3 2024. 1,557 funds tracked by Wall St. Rank hold GIS as of Q1 2025.

  • Secured Retirement Advisors reported no remaining General Mills position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 3,632 General Mills shares in Q1 2025, an estimated $232K.
  • Secured Retirement Advisors first reported a position in General Mills in Q4 2023 and held it in 5 quarters.
  • Secured Retirement Advisors's General Mills position peaked at $266K in Q3 2024.
  • 1,557 funds tracked by Wall St. Rank held General Mills as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.