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SOA Wealth Advisors’s General Mills GIS Stock Holding History

SOA Wealth 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
2026
Q2 		– Sell
-2
Closed -$87 – 914
2026
Q1 		$87 Hold
2
– – ﹤0.01% 836
2025
Q4 		$108 Sell
2
-3
-60% -$143 ﹤0.01% 833
2025
Q3 		$231 Sell
5
-385
-99% -$19.3K ﹤0.01% 831
2025
Q2 		$20.2K Buy
390
+236
+153% +$13K ﹤0.01% 501
2025
Q1 		$9.24K Sell
154
-50
-25% -$3K ﹤0.01% 570
2024
Q4 		$13K Buy
204
+50
+32% +$3.35K ﹤0.01% 519
2024
Q3 		$11.4K Hold
154
– – ﹤0.01% 525
2024
Q2 		$9.76K Sell
154
-148
-49% -$10.2K ﹤0.01% 543
2024
Q1 		$21.2K Hold
302
– – ﹤0.01% 439
2023
Q4 		$19.7K Sell
302
-17
-5% -$1.1K ﹤0.01% 435
2023
Q3 		$20.4K Buy
319
+148
+87% +$10.5K 0.01% 418
2023
Q2 		$13.1K Hold
171
– – ﹤0.01% 497
2023
Q1 		$14.6K Sell
171
-30
-15% -$2.4K ﹤0.01% 478
2022
Q4 		$16.9K Hold
201
– – ﹤0.01% 436
2022
Q3 		$15K Hold
201
– – ﹤0.01% 440
2022
Q2 		$15K Sell
201
-223
-53% -$15.6K ﹤0.01% 433
2022
Q1 		$28K Sell
424
-63
-13% -$4.23K 0.01% 397
2021
Q4 		$32K Sell
487
-16
-3% -$1.02K 0.01% 366
2021
Q3 		$30K Sell
503
-31
-6% -$1.83K 0.01% 383
2021
Q2 		$32K Sell
534
-75
-12% -$4.64K 0.01% 378
2021
Q1 		$37K Sell
609
-24
-4% -$1.39K 0.01% 304
2020
Q4 		$36K Buy
+633
New +$38.3K 0.01% 306

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

SOA Wealth Advisors's GIS Position: Q2 2026 in Review

SOA Wealth Advisors sold out of General Mills (GIS) in Q2 2026, closing a stake of 2 shares — an estimated $87 sold.

SOA Wealth Advisors first reported a position in GIS in Q4 2020 and held it in 22 quarters. The position peaked at $37K in Q1 2021. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • SOA Wealth Advisors reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 2 General Mills shares in Q2 2026, an estimated $87.
  • SOA Wealth Advisors first reported a position in General Mills in Q4 2020 and held it in 22 quarters.
  • SOA Wealth Advisors's General Mills position peaked at $37K in Q1 2021.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.