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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
Q2 		– Sell
-7,600
Closed -$283K – 229
2026
Q1 		$283K Buy
7,600
+400
+6% +$17.4K 0.21% 164
2025
Q4 		$335K Buy
+7,200
New +$342K 0.25% 136

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 $3.37T AUM 44.26% 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

Total Wealth Planning & Management's GIS Position: Q2 2026 in Review

Total Wealth Planning & Management sold out of General Mills (GIS) in Q2 2026, closing a stake of 7,600 shares — an estimated $283K sold.

Total Wealth Planning & Management first reported a position in GIS in Q4 2025 and held it in 2 quarters. The position peaked at $335K in Q4 2025. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Total Wealth Planning & Management reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 7,600 General Mills shares in Q2 2026, an estimated $283K.
  • Total Wealth Planning & Management first reported a position in General Mills in Q4 2025 and held it in 2 quarters.
  • Total Wealth Planning & Management's General Mills position peaked at $335K in Q4 2025.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.