Summit Wealth Group (Colorado)’s General Mills GIS Stock Holding History

Summit Wealth Group (Colorado)’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	$258K	Buy	+7,413	New	+$256K	0.02%	331

Other funds holding GIS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Wealth Group (Colorado)'s GIS Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in General Mills (GIS) in Q2 2026: 7,413 shares worth $258K. The stake represents 0.02% of the portfolio and ranks #331 among its holdings.

1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Summit Wealth Group (Colorado) held 7,413 shares of General Mills worth $258K as of Q2 2026.
General Mills was a new Summit Wealth Group (Colorado) position in Q2 2026.
General Mills made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #331 holding.
1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.