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Valmark Advisers’s General Mills GIS Stock Holding History

Valmark Advisers’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 		$232K Sell
6,679
-58
-0.9% -$2K ﹤0.01% 688
2026
Q1 		$251K Hold
6,737
– – ﹤0.01% 619
2025
Q4 		$313K Hold
6,737
– – ﹤0.01% 548
2025
Q3 		$340K Sell
6,737
-105
-2% -$5.26K ﹤0.01% 519
2025
Q2 		$354K Sell
6,842
-832
-11% -$45.9K ﹤0.01% 503
2025
Q1 		$459K Buy
7,674
+802
+12% +$48.2K 0.01% 442
2024
Q4 		$438K Sell
6,872
-242
-3% -$16.2K 0.01% 448
2024
Q3 		$525K Sell
7,114
-75
-1% -$5.2K 0.01% 406
2024
Q2 		$455K Buy
7,189
+84
+1% +$5.77K 0.01% 408
2024
Q1 		$497K Buy
7,105
+393
+6% +$25.6K 0.01% 381
2023
Q4 		$437K Buy
6,712
+3,462
+107% +$223K 0.01% 369
2023
Q3 		$208K Buy
3,250
+21
+0.7% +$1.48K ﹤0.01% 456
2023
Q2 		$248K Sell
3,229
-234
-7% -$20K 0.01% 432
2023
Q1 		$296K Sell
3,463
-148
-4% -$11.8K 0.01% 399
2022
Q4 		$303K Buy
+3,611
New +$294K 0.01% 368

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

Valmark Advisers's GIS Position: Q2 2026 in Review

Valmark Advisers reduced its General Mills (GIS) stake by 0.86% in Q2 2026, selling an estimated $2K and leaving 6,679 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Valmark Advisers first reported a position in GIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $525K in Q3 2024. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Valmark Advisers held 6,679 shares of General Mills worth $232K as of Q2 2026.
  • Valmark Advisers sold 58 General Mills shares in Q2 2026, an estimated $2K.
  • General Mills made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #688 holding.
  • Valmark Advisers first reported a position in General Mills in Q4 2022 and has held it in 15 quarters since.
  • Valmark Advisers's General Mills position peaked at $525K in Q3 2024.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.