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True Wealth Design’s General Mills GIS Stock Holding History

True Wealth Design’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 		$102K Buy
2,936
+993
+51% +$34.3K 0.02% 255
2026
Q1 		$72.3K Buy
1,943
+721
+59% +$31.3K 0.02% 295
2025
Q4 		$56.8K Buy
1,222
+947
+344% +$45K 0.02% 303
2025
Q3 		$13.9K Buy
275
+221
+409% +$11.1K ﹤0.01% 727
2025
Q2 		$2.8K Sell
54
-22
-29% -$1.21K ﹤0.01% 1034
2025
Q1 		$4.54K Buy
76
+35
+85% +$2.1K ﹤0.01% 717
2024
Q4 		$2.62K Buy
41
+15
+58% +$1.01K ﹤0.01% 673
2024
Q3 		$1.92K Buy
26
+2
+8% +$139 ﹤0.01% 808
2024
Q2 		$1.52K Buy
24
+4
+20% +$275 ﹤0.01% 417
2024
Q1 		$1.4K Sell
20
-59
-75% -$3.84K ﹤0.01% 392
2023
Q4 		$5.15K Buy
79
+66
+508% +$4.26K ﹤0.01% 265
2023
Q3 		$832 Hold
13
– – ﹤0.01% 345
2023
Q2 		$998 Sell
13
-2
-13% -$171 ﹤0.01% 327
2023
Q1 		$1.28K Hold
15
– – ﹤0.01% 376
2022
Q4 		$1.26K Buy
+15
New +$1.22K ﹤0.01% 322

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

True Wealth Design's GIS Position: Q2 2026 in Review

True Wealth Design increased its General Mills (GIS) stake by 51% in Q2 2026, buying an estimated $34.3K and bringing the position to 2,936 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #255.

True Wealth Design first reported a position in GIS in Q4 2022 and has held it in 15 quarters since. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • True Wealth Design held 2,936 shares of General Mills worth $102K as of Q2 2026.
  • True Wealth Design bought 993 General Mills shares in Q2 2026, an estimated $34.3K.
  • General Mills made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #255 holding.
  • True Wealth Design first reported a position in General Mills in Q4 2022 and has held it in 15 quarters since.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.