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Simplicity Wealth’s General Mills GIS Stock Holding History

Simplicity Wealth’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 		$519K Sell
14,908
-114
-0.8% -$3.94K 0.02% 623
2026
Q1 		$559K Sell
15,022
-7,165
-32% -$311K 0.03% 432
2025
Q4 		$1.03M Sell
22,187
-9,970
-31% -$474K 0.06% 275
2025
Q3 		$1.62M Sell
32,157
-12,561
-28% -$630K 0.09% 214
2025
Q2 		$2.32M Buy
44,718
+19,913
+80% +$1.1M 0.1% 196
2025
Q1 		$1.48M Buy
24,805
+7,627
+44% +$458K 0.12% 195
2024
Q4 		$1.1M Sell
17,178
-8,139
-32% -$546K 0.23% 84
2024
Q3 		$1.87M Sell
25,317
-9,989
-28% -$692K 0.17% 118
2024
Q2 		$2.23M Buy
35,306
+1,781
+5% +$122K 0.05% 335
2024
Q1 		$2.35M Buy
33,525
+25,715
+329% +$1.67M 0.06% 321
2023
Q4 		$509K Buy
7,810
+766
+11% +$49.4K 0.2% 96
2023
Q3 		$451K Buy
7,044
+66
+0.9% +$4.66K 0.26% 48
2023
Q2 		$535K Buy
6,978
+20
+0.3% +$1.71K 0.33% 48
2023
Q1 		$595K Sell
6,958
-74
-1% -$5.91K 0.4% 38
2022
Q4 		$590K Buy
7,032
+74
+1% +$6.03K 0.52% 29
2022
Q3 		$533K Hold
6,958
– – 0.72% 43
2022
Q2 		$525K Hold
6,958
– – 0.77% 40
2022
Q1 		$471K Buy
+6,958
New +$467K 0.46% 49

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

Simplicity Wealth's GIS Position: Q2 2026 in Review

Simplicity Wealth reduced its General Mills (GIS) stake by 0.76% in Q2 2026, selling an estimated $3.94K and leaving 14,908 shares worth $519K. The position accounts for 0.02% of the portfolio, ranked #623.

Simplicity Wealth first reported a position in GIS in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.35M in Q1 2024. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Simplicity Wealth held 14,908 shares of General Mills worth $519K as of Q2 2026.
  • Simplicity Wealth sold 114 General Mills shares in Q2 2026, an estimated $3.94K.
  • General Mills made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #623 holding.
  • Simplicity Wealth first reported a position in General Mills in Q1 2022 and has held it in 18 quarters since.
  • Simplicity Wealth's General Mills position peaked at $2.35M in Q1 2024.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.