The Wealth Group’s General Mills GIS Stock Holding History

The 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
2026 Q3	$240K	Buy	7,492 +259	+4%	+$9.7K	0.04%	81
2026 Q2	$252K	Buy	7,233 +6	+0.1%	+$207	0.05%	77
2026 Q1	$269K	Sell	7,227 -935	-11%	-$40.6K	0.06%	68
2025 Q4	$380K	Sell	8,162 -109	-1%	-$5.18K	0.08%	59
2025 Q3	$417K	Buy	8,271 +11	+0.1%	+$552	0.1%	57
2025 Q2	$428K	Buy	8,260 +9	+0.1%	+$497	0.11%	53
2025 Q1	$493K	Sell	8,251 -890	-10%	-$53.5K	0.14%	41
2024 Q4	$583K	Sell	9,141 -354	-4%	-$23.7K	0.17%	36
2024 Q3	$701K	Buy	9,495 +13	+0.1%	+$901	0.2%	35
2024 Q2	$600K	Hold	9,482	–	–	0.18%	36
2024 Q1	$670K	Sell	9,482 -164	-2%	-$10.7K	0.21%	34
2023 Q4	$625K	Buy	+9,646	New	+$623K	0.21%	35

Other funds holding GIS

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

The Wealth Group's GIS Position: Q3 2026 in Review

The Wealth Group increased its General Mills (GIS) stake by 3.6% in Q3 2026, buying an estimated $9.7K and bringing the position to 7,492 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #81.

The Wealth Group first reported a position in GIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $701K in Q3 2024. 316 funds tracked by Wall St. Rank hold GIS as of Q3 2026.

The Wealth Group held 7,492 shares of General Mills worth $240K as of Q3 2026.
The Wealth Group bought 259 General Mills shares in Q3 2026, an estimated $9.7K.
General Mills made up 0.04% of The Wealth Group's portfolio in Q3 2026, its #81 holding.
The Wealth Group first reported a position in General Mills in Q4 2023 and has held it in 12 quarters since.
The Wealth Group's General Mills position peaked at $701K in Q3 2024.
316 funds tracked by Wall St. Rank held General Mills as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.