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Tradition Wealth Management’s General Mills GIS Stock Holding History

Tradition 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
Q2 		– Sell
-3,446
Closed -$206K – 466
2025
Q1 		$206K Sell
3,446
-1,096
-24% -$65.8K 0.02% 407
2024
Q4 		$290K Buy
4,542
+8
+0.2% +$537 0.03% 329
2024
Q3 		$335K Sell
4,534
-642
-12% -$44.5K 0.03% 305
2024
Q2 		$327K Sell
5,176
-367
-7% -$25.2K 0.03% 298
2024
Q1 		$388K Sell
5,543
-198
-3% -$12.9K 0.04% 259
2023
Q4 		$374K Buy
5,741
+733
+15% +$47.3K 0.04% 244
2023
Q3 		$320K Sell
5,008
-592
-11% -$41.8K 0.04% 241
2023
Q2 		$430K Sell
5,600
-272
-5% -$23.2K 0.05% 194
2023
Q1 		$502K Sell
5,872
-817
-12% -$65.2K 0.06% 170
2022
Q4 		$561K Buy
6,689
+693
+12% +$56.4K 0.08% 148
2022
Q3 		$459K Sell
5,996
-2,018
-25% -$154K 0.07% 163
2022
Q2 		$605K Buy
8,014
+917
+13% +$64.2K 0.09% 147
2022
Q1 		$481K Buy
7,097
+3,812
+116% +$256K 0.06% 192
2021
Q4 		$221K Buy
3,285
+11
+0.3% +$699 0.03% 288
2021
Q3 		$196K Buy
3,274
+6
+0.2% +$355 0.03% 276
2021
Q2 		$199K Sell
3,268
-200
-6% -$12.4K 0.03% 283
2021
Q1 		$213K Buy
3,468
+10
+0.3% +$577 0.04% 245
2020
Q4 		$203K Buy
+3,458
New +$209K 0.04% 231

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tradition Wealth Management's GIS Position: Q2 2025 in Review

Tradition Wealth Management sold out of General Mills (GIS) in Q2 2025, closing a stake of 3,446 shares — an estimated $206K sold.

Tradition Wealth Management first reported a position in GIS in Q4 2020 and held it in 18 quarters. The position peaked at $605K in Q2 2022. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Tradition Wealth Management reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
  • Tradition Wealth Management sold 3,446 General Mills shares in Q2 2025, an estimated $206K.
  • Tradition Wealth Management first reported a position in General Mills in Q4 2020 and held it in 18 quarters.
  • Tradition Wealth Management's General Mills position peaked at $605K in Q2 2022.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Tradition Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.