TF
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Trek Financial’s General Mills GIS Stock Holding History

Trek Financial’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
2022
Q4 		– Sell
-60,954
Closed -$4.67M – 244
2022
Q3 		$4.67M Buy
60,954
+58,040
+1,992% +$4.42M 0.49% 48
2022
Q2 		$220K Buy
+2,914
New +$204K 0.02% 197
2021
Q4 		– Sell
-4,124
Closed -$247K – 227
2021
Q3 		$247K Buy
+4,124
New +$244K 0.03% 172
2019
Q3 		– Sell
-16,056
Closed -$843K – 123
2019
Q2 		$843K Sell
16,056
-858
-5% -$44.3K 0.15% 62
2019
Q1 		$875K Buy
16,914
+1,577
+10% +$71.4K 0.16% 54
2018
Q4 		$597K Buy
+15,337
New +$648K 0.12% 58

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return