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Total Wealth Planning & Management’s General Mills GIS Stock Holding History

Total Wealth Planning & 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 		$283K Buy
7,600
+400
+6% +$17.4K 0.21% 165
2025
Q4 		$335K Buy
+7,200
New +$342K 0.25% 135

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

Total Wealth Planning & Management's GIS Position: Q1 2026 in Review

Total Wealth Planning & Management increased its General Mills (GIS) stake by 5.6% in Q1 2026, buying an estimated $17.4K and bringing the position to 7,600 shares worth $283K. The position accounts for 0.21% of the portfolio, ranked #165.

Total Wealth Planning & Management first reported a position in GIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $335K in Q4 2025. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Total Wealth Planning & Management held 7,600 shares of General Mills worth $283K as of Q1 2026.
  • Total Wealth Planning & Management bought 400 General Mills shares in Q1 2026, an estimated $17.4K.
  • General Mills made up 0.21% of Total Wealth Planning & Management's portfolio in Q1 2026, its #165 holding.
  • Total Wealth Planning & Management first reported a position in General Mills in Q4 2025 and has held it in 2 quarters since.
  • Total Wealth Planning & Management's General Mills position peaked at $335K in Q4 2025.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.