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Tower View Wealth Management’s General Mills GIS Stock Holding History

Tower View 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
-220
Closed -$11.4K – 186
2025
Q2 		$11.4K Sell
220
-78
-26% -$4.3K 0.01% 140
2025
Q1 		$17.8K Buy
298
+3
+1% +$180 0.01% 106
2024
Q4 		$18.8K Buy
295
+2
+0.7% +$134 0.01% 105
2024
Q3 		$21.7K Buy
293
+1
+0.3% +$69 0.01% 107
2024
Q2 		$18.4K Buy
292
+2
+0.7% +$137 0.01% 108
2024
Q1 		$20.3K Buy
290
+2
+0.7% +$130 0.01% 109
2023
Q4 		$19K Buy
288
+2
+0.7% +$129 0.01% 104
2023
Q3 		$18K Buy
286
+81
+40% +$5.72K 0.01% 104
2023
Q2 		$16K Buy
205
+2
+1% +$171 0.01% 105
2023
Q1 		$17K Buy
203
+1
+0.5% +$80 0.01% 102
2022
Q4 		$17K Buy
202
+1
+0.5% +$81 0.01% 103
2022
Q3 		$15K Buy
201
+1
+0.5% +$76 0.01% 108
2022
Q2 		$15K Hold
200
– – 0.01% 105
2022
Q1 		$14K Hold
200
– – 0.01% 136
2021
Q4 		$13K Hold
200
– – 0.01% 140
2021
Q3 		$12K Buy
+200
New +$11.8K 0.01% 162
2018
Q2 		– Sell
-1,673
Closed -$75K – 145
2018
Q1 		$75K Buy
1,673
+124
+8% +$6.73K 0.07% 76
2017
Q4 		$92K Buy
+1,549
New +$83.8K 0.08% 78

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

Tower View Wealth Management's GIS Position: Q3 2025 in Review

Tower View Wealth Management sold out of General Mills (GIS) in Q3 2025, closing a stake of 220 shares — an estimated $11.4K sold.

Tower View Wealth Management first reported a position in GIS in Q4 2017 and held it in 18 quarters. The position peaked at $92K in Q4 2017. 1,425 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • Tower View Wealth Management reported no remaining General Mills position as of Q3 2025 after selling out during the quarter.
  • Tower View Wealth Management sold 220 General Mills shares in Q3 2025, an estimated $11.4K.
  • Tower View Wealth Management first reported a position in General Mills in Q4 2017 and held it in 18 quarters.
  • Tower View Wealth Management's General Mills position peaked at $92K in Q4 2017.
  • 1,425 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on Tower View Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.