Summit Wealth Group’s General Mills GIS Stock Holding History

Summit Wealth Group’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
2023 Q2	–	Sell	-189,978	Closed	-$2K	–	151
2023 Q1	$2K	Buy	+189,978	New	+$15.2M	0.05%	88

Other funds holding GIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Wealth Group's GIS Position: Q2 2023 in Review

Summit Wealth Group sold out of General Mills (GIS) in Q2 2023, closing a stake of 189,978 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in GIS in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 1,638 funds tracked by Wall St. Rank hold GIS as of Q2 2023.

Summit Wealth Group reported no remaining General Mills position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 189,978 General Mills shares in Q2 2023, an estimated $2K.
Summit Wealth Group first reported a position in General Mills in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's General Mills position peaked at $2K in Q1 2023.
1,638 funds tracked by Wall St. Rank held General Mills as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.