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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
Q2 		$10.9K Buy
312
+53
+20% +$1.83K ﹤0.01% 619
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Synergy Investment Management's GIS Position: Q2 2026 in Review

Synergy Investment Management increased its General Mills (GIS) stake by 20% in Q2 2026, buying an estimated $1.83K and bringing the position to 312 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Synergy Investment Management first reported a position in GIS in Q4 2024 and has held it in 4 quarters since. The position peaked at $13.1K in Q4 2024. 1,343 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Synergy Investment Management held 312 shares of General Mills worth $10.9K as of Q2 2026.
  • Synergy Investment Management bought 53 General Mills shares in Q2 2026, an estimated $1.83K.
  • General Mills made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #619 holding.
  • Synergy Investment Management first reported a position in General Mills in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's General Mills position peaked at $13.1K in Q4 2024.
  • 1,343 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.