Smallwood Wealth Investment Management’s General Mills GIS Stock Holding History

Smallwood Wealth Investment 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	$19.7K	Hold	565	–	–	0.01%	278
2026 Q1	$21K	Hold	565	–	–	0.01%	255
2025 Q4	$26.3K	Hold	565	–	–	0.01%	236
2025 Q3	$28.5K	Hold	565	–	–	0.01%	234
2025 Q2	$29.3K	Hold	565	–	–	0.02%	215
2025 Q1	$33.8K	Buy	+565	New	+$33.9K	0.02%	198

Other funds holding GIS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Smallwood Wealth Investment Management's GIS Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its General Mills (GIS) position steady in Q2 2026 at 565 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #278.

Smallwood Wealth Investment Management first reported a position in GIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $33.8K in Q1 2025. 510 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Smallwood Wealth Investment Management held 565 shares of General Mills worth $19.7K as of Q2 2026.
Smallwood Wealth Investment Management left its General Mills share count unchanged in Q2 2026.
General Mills made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #278 holding.
Smallwood Wealth Investment Management first reported a position in General Mills in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's General Mills position peaked at $33.8K in Q1 2025.
510 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.