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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

MHIP

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

The Wealth Group's GIS Position: Q2 2026 in Review

The Wealth Group increased its General Mills (GIS) stake by 0.08% in Q2 2026, buying an estimated $207 and bringing the position to 7,233 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #77.

The Wealth Group first reported a position in GIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $701K in Q3 2024. 186 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

The Wealth Group held 7,233 shares of General Mills worth $252K as of Q2 2026.
The Wealth Group bought 6 General Mills shares in Q2 2026, an estimated $207.
General Mills made up 0.05% of The Wealth Group's portfolio in Q2 2026, its #77 holding.
The Wealth Group first reported a position in General Mills in Q4 2023 and has held it in 11 quarters since.
The Wealth Group's General Mills position peaked at $701K in Q3 2024.
186 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.