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Thrive Wealth Management’s General Mills GIS Stock Holding History

Thrive Wealth 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
2025
Q3 		– Sell
-5,197
Closed -$269K – 246
2025
Q2 		$269K Sell
5,197
-13
-0.2% -$717 0.04% 193
2025
Q1 		$311K Sell
5,210
-474
-8% -$28.5K 0.06% 157
2024
Q4 		$363K Sell
5,684
-844
-13% -$56.6K 0.07% 138
2024
Q3 		$482K Buy
6,528
+177
+3% +$12.3K 0.09% 118
2024
Q2 		$402K Buy
6,351
+38
+0.6% +$2.61K 0.08% 138
2024
Q1 		$442K Sell
6,313
-134
-2% -$8.72K 0.09% 115
2023
Q4 		$420K Buy
6,447
+1,411
+28% +$91.1K 0.09% 117
2023
Q3 		$322K Sell
5,036
-1,449
-22% -$102K 0.09% 123
2023
Q2 		$497K Buy
6,485
+149
+2% +$12.7K 0.13% 97
2023
Q1 		$541K Buy
6,336
+1,056
+20% +$84.3K 0.14% 94
2022
Q4 		$443K Buy
5,280
+128
+2% +$10.4K 0.13% 98
2022
Q3 		$395K Buy
5,152
+232
+5% +$17.7K 0.14% 93
2022
Q2 		$371K Sell
4,920
-5
-0.1% -$350 0.13% 99
2022
Q1 		$333K Sell
4,925
-188
-4% -$12.6K 0.1% 118
2021
Q4 		$345K Buy
+5,113
New +$325K 0.12% 114

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Thrive Wealth Management's GIS Position: Q3 2025 in Review

Thrive Wealth Management sold out of General Mills (GIS) in Q3 2025, closing a stake of 5,197 shares — an estimated $269K sold.

Thrive Wealth Management first reported a position in GIS in Q4 2021 and held it in 15 quarters. The position peaked at $541K in Q1 2023. 1,425 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • Thrive Wealth Management reported no remaining General Mills position as of Q3 2025 after selling out during the quarter.
  • Thrive Wealth Management sold 5,197 General Mills shares in Q3 2025, an estimated $269K.
  • Thrive Wealth Management first reported a position in General Mills in Q4 2021 and held it in 15 quarters.
  • Thrive Wealth Management's General Mills position peaked at $541K in Q1 2023.
  • 1,425 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on Thrive Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.