RAFFA WEALTH MANAGEMENT, LLC’s General Mills GIS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$5.92K	Sell	170 -113	-40%	-$3.9K	﹤0.01%	554
2026 Q1	$10.5K	Buy	283 +2	+0.7%	+$87	﹤0.01%	380
2025 Q4	$13.1K	Hold	281	–	–	﹤0.01%	326
2025 Q3	$14.2K	Buy	281 +157	+127%	+$7.87K	﹤0.01%	303
2025 Q2	$6.42K	Hold	124	–	–	﹤0.01%	466
2025 Q1	$7.41K	Hold	124	–	–	﹤0.01%	359
2024 Q4	$7.91K	Buy	124 +51	+70%	+$3.42K	﹤0.01%	364
2024 Q3	$5.39K	Sell	73 -128	-64%	-$8.87K	﹤0.01%	398
2024 Q2	$12.7K	Hold	201	–	–	﹤0.01%	404
2024 Q1	$14.1K	Hold	201	–	–	﹤0.01%	376
2023 Q4	$13.1K	Hold	201	–	–	﹤0.01%	255
2023 Q3	$12.9K	Hold	201	–	–	﹤0.01%	236
2023 Q2	$15.4K	Hold	201	–	–	0.01%	225
2023 Q1	$17.2K	Hold	201	–	–	0.01%	232
2022 Q4	$16.9K	Sell	201 -15	-7%	-$1.22K	0.01%	221
2022 Q3	$16.5K	Buy	216 +16	+8%	+$1.22K	0.01%	223
2022 Q2	$15.1K	Hold	200	–	–	0.01%	242
2022 Q1	$13.5K	Hold	200	–	–	0.01%	253
2021 Q4	$13.5K	Buy	200 +53	+36%	+$3.37K	﹤0.01%	263
2021 Q3	$8.79K	Hold	147	–	–	﹤0.01%	277
2021 Q2	$8.96K	Hold	147	–	–	﹤0.01%	276
2021 Q1	$9.01K	Buy	147 +17	+13%	+$981	﹤0.01%	289
2020 Q4	$7.64K	Sell	130 -4	-3%	-$242	﹤0.01%	287
2020 Q3	$8.27K	Buy	134 +16	+14%	+$1K	﹤0.01%	260
2020 Q2	$7.28K	Buy	118 +7	+6%	+$422	﹤0.01%	260
2020 Q1	$5.86K	Buy	111 +55	+98%	+$2.9K	﹤0.01%	255
2019 Q4	$3K	Hold	56	–	–	﹤0.01%	331
2019 Q3	$3.09K	Buy	+56	New	+$3.02K	﹤0.01%	321
2019 Q2	–	Sell	-56	Closed	-$2.9K	–	985
2019 Q1	$2.9K	Hold	56	–	–	﹤0.01%	297
2018 Q4	$2.18K	Hold	56	–	–	﹤0.01%	342
2018 Q3	$2.4K	Hold	56	–	–	﹤0.01%	358
2018 Q2	$2.48K	Hold	56	–	–	﹤0.01%	335
2018 Q1	$2.52K	Buy	+56	New	+$3.04K	﹤0.01%	317
2017 Q4	–	Sell	-85	Closed	-$4.4K	–	269
2017 Q3	$4.4K	Hold	85	–	–	﹤0.01%	240
2017 Q2	$4.71K	Hold	85	–	–	﹤0.01%	238
2017 Q1	$5.02K	Sell	85 -17	-17%	-$1.04K	﹤0.01%	215
2016 Q4	$6.3K	Hold	102	–	–	﹤0.01%	209
2016 Q3	$6.52K	Hold	102	–	–	﹤0.01%	204
2016 Q2	$7.28K	Buy	102 +85	+500%	+$5.41K	﹤0.01%	193
2016 Q1	$1.08K	Hold	17	–	–	﹤0.01%	377
2015 Q4	$980	Hold	17	–	–	﹤0.01%	394
2015 Q3	$954	Hold	17	–	–	﹤0.01%	397
2015 Q2	$947	Hold	17	–	–	﹤0.01%	411
2015 Q1	$962	Hold	17	–	–	﹤0.01%	398
2014 Q4	$907	Sell	17 -700	-98%	-$36.2K	﹤0.01%	382
2014 Q3	$36.2K	Buy	717 +17	+2%	+$892	0.03%	93
2014 Q2	$36.8K	Hold	700	–	–	0.03%	91
2014 Q1	$36.3K	Buy	700 +683	+4,018%	+$33.8K	0.03%	90
2013 Q4	$907	Buy	+17	New	+$846	﹤0.01%	382

Other funds holding GIS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's GIS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its General Mills (GIS) stake by 40% in Q2 2026, selling an estimated $3.9K and leaving 170 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in GIS in Q4 2013 and has held it in 49 quarters since. The position peaked at $36.8K in Q2 2014. 417 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 170 shares of General Mills worth $5.92K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 113 General Mills shares in Q2 2026, an estimated $3.9K.
General Mills made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #554 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in General Mills in Q4 2013 and has held it in 49 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's General Mills position peaked at $36.8K in Q2 2014.
417 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.