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Significant Wealth Partners’s General Mills GIS Stock Holding History

Significant 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
2026
Q2 		$463K Buy
13,312
+651
+5% +$22.5K 0.5% 62
2026
Q1 		$471K Buy
12,661
+3,966
+46% +$172K 0.58% 49
2025
Q4 		$404K Sell
8,695
-8,400
-49% -$399K 0.45% 30
2025
Q3 		$862K Buy
17,095
+3,515
+26% +$176K 0.42% 18
2025
Q2 		$704K Buy
13,580
+2,000
+17% +$110K 0.35% 20
2025
Q1 		$692K Buy
11,580
+1,734
+18% +$104K 0.35% 15
2024
Q4 		$628K Buy
9,846
+3,264
+50% +$219K 0.33% 17
2024
Q3 		$486K Buy
6,582
+832
+14% +$57.6K 0.25% 28
2024
Q2 		$364K Sell
5,750
-20,665
-78% -$1.42M 0.2% 36
2024
Q1 		$1.85M Sell
26,415
-733
-3% -$47.7K 1.21% 26
2023
Q4 		$1.77M Buy
+27,148
New +$1.75M 1.29% 20

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Significant Wealth Partners's GIS Position: Q2 2026 in Review

Significant Wealth Partners increased its General Mills (GIS) stake by 5.1% in Q2 2026, buying an estimated $22.5K and bringing the position to 13,312 shares worth $463K. The position accounts for 0.5% of the portfolio, ranked #62.

Significant Wealth Partners first reported a position in GIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.85M in Q1 2024. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Significant Wealth Partners held 13,312 shares of General Mills worth $463K as of Q2 2026.
  • Significant Wealth Partners bought 651 General Mills shares in Q2 2026, an estimated $22.5K.
  • General Mills made up 0.5% of Significant Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Significant Wealth Partners first reported a position in General Mills in Q4 2023 and has held it in 11 quarters since.
  • Significant Wealth Partners's General Mills position peaked at $1.85M in Q1 2024.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.