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Uniting Wealth Partners’s General Mills GIS Stock Holding History

Uniting Wealth Partners’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
-3,600
Closed -$215K – 119
2025
Q1 		$215K Buy
+3,600
New +$216K 0.11% 94

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State Street
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BC
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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
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Uniting Wealth Partners's GIS Position: Q2 2025 in Review

Uniting Wealth Partners sold out of General Mills (GIS) in Q2 2025, closing a stake of 3,600 shares — an estimated $215K sold.

Uniting Wealth Partners first reported a position in GIS in Q1 2025 and held it in 1 quarter. The position peaked at $215K in Q1 2025. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Uniting Wealth Partners reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
  • Uniting Wealth Partners sold 3,600 General Mills shares in Q2 2025, an estimated $215K.
  • Uniting Wealth Partners first reported a position in General Mills in Q1 2025 and held it in 1 quarter.
  • Uniting Wealth Partners's General Mills position peaked at $215K in Q1 2025.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Uniting Wealth Partners's 13F filing for Q2 2025, filed 5 Aug 2025.