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Synergy Investment Management’s General Mills GIS Stock Holding History

Synergy Investment 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
Q1 		$9.65K Buy
+259
New +$11.2K ﹤0.01% 500
2025
Q2 		– Sell
-206
Closed -$12.3K – 278
2025
Q1 		$12.3K Sell
206
-1
-0.5% -$60 0.01% 361
2024
Q4 		$13.1K Buy
+207
New +$13.9K 0.01% 360

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Synergy Investment Management's GIS Position: Q1 2026 in Review

Synergy Investment Management opened a new position in General Mills (GIS) in Q1 2026: 259 shares worth $9.65K. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in GIS as recently as Q1 2025.

Synergy Investment Management first reported a position in GIS in Q4 2024 and has held it in 3 quarters since. The position peaked at $13.1K in Q4 2024. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Synergy Investment Management held 259 shares of General Mills worth $9.65K as of Q1 2026.
  • General Mills was a new Synergy Investment Management position in Q1 2026.
  • General Mills made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #500 holding.
  • Synergy Investment Management first reported a position in General Mills in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's General Mills position peaked at $13.1K in Q4 2024.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.