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Spire Wealth Management’s General Mills GIS Stock Holding History

Spire 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 		$31K Sell
892
-169
-16% -$5.84K ﹤0.01% 1307
2026
Q1 		$39.5K Sell
1,061
-214
-17% -$9.29K ﹤0.01% 1239
2025
Q4 		$59.3K Buy
1,275
+106
+9% +$5.04K ﹤0.01% 1130
2025
Q3 		$58.9K Sell
1,169
-17
-1% -$852 ﹤0.01% 1177
2025
Q2 		$61.4K Sell
1,186
-12,774
-92% -$705K ﹤0.01% 1132
2025
Q1 		$835K Sell
13,960
-3,641
-21% -$219K 0.03% 442
2024
Q4 		$1.12M Sell
17,601
-19,730
-53% -$1.32M 0.03% 365
2024
Q3 		$2.76M Sell
37,331
-40,222
-52% -$2.79M 0.09% 179
2024
Q2 		$4.91M Sell
77,553
-31,770
-29% -$2.18M 0.17% 121
2024
Q1 		$7.65M Sell
109,323
-1,886
-2% -$123K 0.14% 110
2023
Q4 		$7.02M Buy
111,209
+87,781
+375% +$5.67M 0.23% 88
2023
Q3 		$1.5M Sell
23,428
-8,000
-25% -$565K 0.06% 258
2023
Q2 		$2.41M Sell
31,428
-67,170
-68% -$5.74M 0.09% 209
2023
Q1 		$8.43M Buy
98,598
+23,446
+31% +$1.87M 0.33% 64
2022
Q4 		$6.3M Buy
75,152
+60,937
+429% +$4.96M 0.35% 64
2022
Q3 		$1.09M Sell
14,215
-24,947
-64% -$1.9M 0.07% 203
2022
Q2 		$2.96M Buy
39,162
+1,649
+4% +$116K 0.12% 162
2022
Q1 		$2.54M Buy
37,513
+1,802
+5% +$121K 0.07% 237
2021
Q4 		$2.41M Sell
35,711
-9,208
-20% -$585K 0.05% 278
2021
Q3 		$2.69M Buy
44,919
+405
+0.9% +$23.9K 0.07% 236
2021
Q2 		$2.71M Sell
44,514
-1,679
-4% -$104K 0.07% 237
2021
Q1 		$2.83M Buy
+46,193
New +$2.67M 0.08% 222

Other funds holding GIS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

Spire Wealth Management reduced its General Mills (GIS) stake by 16% in Q2 2026, selling an estimated $5.84K and leaving 892 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Spire Wealth Management first reported a position in GIS in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.43M in Q1 2023. 315 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Spire Wealth Management held 892 shares of General Mills worth $31K as of Q2 2026.
  • Spire Wealth Management sold 169 General Mills shares in Q2 2026, an estimated $5.84K.
  • General Mills made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1307 holding.
  • Spire Wealth Management first reported a position in General Mills in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's General Mills position peaked at $8.43M in Q1 2023.
  • 315 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.