SteelPeak Wealth’s General Mills GIS Stock Holding History

SteelPeak 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	$802K	Buy	+23,044	New	+$796K	0.02%	353
2023 Q3	–	Sell	-4,576	Closed	-$351K	–	475
2023 Q2	$351K	Buy	4,576 +1,841	+67%	+$157K	0.02%	303
2023 Q1	$234K	Sell	2,735 -19,960	-88%	-$1.59M	0.02%	333
2022 Q4	$1.9M	Sell	22,695 -1,054	-4%	-$85.8K	0.14%	117
2022 Q3	$1.82M	Buy	+23,749	New	+$1.81M	0.14%	121
2021 Q2	–	Sell	-12,920	Closed	-$792K	–	443
2021 Q1	$792K	Buy	+12,920	New	+$746K	0.06%	183
2020 Q4	–	Sell	-7,193	Closed	-$444K	–	340
2020 Q3	$444K	Buy	7,193 +407	+6%	+$25.4K	0.05%	180
2020 Q2	$418K	Buy	6,786 +1,510	+29%	+$91.1K	0.05%	176
2020 Q1	$278K	Buy	5,276 +1,315	+33%	+$69.4K	0.04%	181
2019 Q4	$212K	Buy	+3,961	New	+$209K	0.03%	227

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

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

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

SteelPeak Wealth's GIS Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in General Mills (GIS) in Q2 2026: 23,044 shares worth $802K. The stake represents 0.02% of the portfolio and ranks #353 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in GIS as recently as Q2 2023.

SteelPeak Wealth first reported a position in GIS in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.9M in Q4 2022. 290 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

SteelPeak Wealth held 23,044 shares of General Mills worth $802K as of Q2 2026.
General Mills was a new SteelPeak Wealth position in Q2 2026.
General Mills made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #353 holding.
SteelPeak Wealth first reported a position in General Mills in Q4 2019 and has held it in 10 quarters since.
SteelPeak Wealth's General Mills position peaked at $1.9M in Q4 2022.
290 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.