Strata Wealth Advisors’s General Mills GIS Stock Holding History

Strata 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
2025 Q4	–	Sell	-6,074	Closed	-$306K	–	97
2025 Q3	$306K	Buy	+6,074	New	+$305K	0.08%	78

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Strata Wealth Advisors's GIS Position: Q4 2025 in Review

Strata Wealth Advisors sold out of General Mills (GIS) in Q4 2025, closing a stake of 6,074 shares — an estimated $306K sold.

Strata Wealth Advisors first reported a position in GIS in Q3 2025 and held it in 1 quarter. The position peaked at $306K in Q3 2025. 1,415 funds tracked by Wall St. Rank hold GIS as of Q4 2025.

Strata Wealth Advisors reported no remaining General Mills position as of Q4 2025 after selling out during the quarter.
Strata Wealth Advisors sold 6,074 General Mills shares in Q4 2025, an estimated $306K.
Strata Wealth Advisors first reported a position in General Mills in Q3 2025 and held it in 1 quarter.
Strata Wealth Advisors's General Mills position peaked at $306K in Q3 2025.
1,415 funds tracked by Wall St. Rank held General Mills as of Q4 2025.

Based on Strata Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.