SilverOak Wealth Management’s General Mills GIS Stock Holding History

SilverOak Wealth Management’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	$359K	Sell	10,321 -452	-4%	-$15.6K	0.05%	96
2026 Q1	$401K	Sell	10,773 -94	-0.9%	-$4.08K	0.06%	82
2025 Q4	$505K	Sell	10,867 -1,615	-13%	-$76.8K	0.08%	68
2025 Q3	$629K	Sell	12,482 -206	-2%	-$10.3K	0.11%	58
2025 Q2	$657K	Sell	12,688 -384	-3%	-$21.2K	0.12%	56
2025 Q1	$782K	Hold	13,072	–	–	0.17%	45
2024 Q4	$834K	Sell	13,072 -1,402	-10%	-$94.1K	0.18%	47
2024 Q3	$1.07M	Sell	14,474 -356	-2%	-$24.7K	0.24%	41
2024 Q2	$938K	Buy	14,830 +2,068	+16%	+$142K	0.23%	42
2024 Q1	$893K	Hold	12,762	–	–	0.22%	43
2023 Q4	$831K	Buy	+12,762	New	+$824K	0.22%	42

Other funds holding GIS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

SilverOak Wealth Management's GIS Position: Q2 2026 in Review

SilverOak Wealth Management reduced its General Mills (GIS) stake by 4.2% in Q2 2026, selling an estimated $15.6K and leaving 10,321 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #96.

SilverOak Wealth Management first reported a position in GIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q3 2024. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

SilverOak Wealth Management held 10,321 shares of General Mills worth $359K as of Q2 2026.
SilverOak Wealth Management sold 452 General Mills shares in Q2 2026, an estimated $15.6K.
General Mills made up 0.05% of SilverOak Wealth Management's portfolio in Q2 2026, its #96 holding.
SilverOak Wealth Management first reported a position in General Mills in Q4 2023 and has held it in 11 quarters since.
SilverOak Wealth Management's General Mills position peaked at $1.07M in Q3 2024.
1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.