Tyler-Stone Wealth Management’s General Mills GIS Stock Holding History

Tyler-Stone 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	$952K	Buy	18,375 +152	+0.8%	+$8.39K	0.15%	120
2025 Q1	$1.09M	Buy	18,223 +2,655	+17%	+$159K	0.2%	100
2024 Q4	$993K	Buy	15,568 +851	+6%	+$57.1K	0.18%	108
2024 Q3	$1.09M	Buy	14,717 +7,359	+100%	+$510K	0.21%	94
2024 Q2	$465K	Hold	7,358	–	–	0.19%	100
2024 Q1	$515K	Buy	7,358 +100	+1%	+$6.51K	0.23%	90
2023 Q4	$473K	Hold	7,258	–	–	0.24%	85
2023 Q3	$464K	Hold	7,258	–	–	0.26%	77
2023 Q2	$557K	Buy	+7,258	New	+$620K	0.31%	68
2022 Q4	$646K	Hold	7,700	–	–	0.44%	53
2022 Q3	$590K	Hold	7,700	–	–	0.45%	55
2022 Q2	$581K	Hold	7,700	–	–	0.39%	61
2022 Q1	$521K	Sell	7,700 -1,000	-11%	-$67.1K	0.29%	77
2021 Q4	$586K	Buy	+8,700	New	+$553K	0.31%	69

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tyler-Stone Wealth Management's GIS Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its General Mills (GIS) stake by 0.83% in Q2 2025, buying an estimated $8.39K and bringing the position to 18,375 shares worth $952K. The position accounts for 0.15% of the portfolio, ranked #120.

Tyler-Stone Wealth Management first reported a position in GIS in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.09M in Q1 2025. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

Tyler-Stone Wealth Management held 18,375 shares of General Mills worth $952K as of Q2 2025.
Tyler-Stone Wealth Management bought 152 General Mills shares in Q2 2025, an estimated $8.39K.
General Mills made up 0.15% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #120 holding.
Tyler-Stone Wealth Management first reported a position in General Mills in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's General Mills position peaked at $1.09M in Q1 2025.
1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.