WWMSC
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Wagner Wealth Management (South Carolina)’s General Mills GIS Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-6,258
Closed -$316K – 271
2025
Q3 		$316K Sell
6,258
-673
-10% -$33.7K 0.07% 97
2025
Q2 		$359K Buy
6,931
+1,657
+31% +$91.4K 0.08% 88
2025
Q1 		$315K Sell
5,274
-977
-16% -$58.7K 0.08% 85
2024
Q4 		$399K Sell
6,251
-271
-4% -$18.2K 0.1% 77
2024
Q3 		$482K Sell
6,522
-108
-2% -$7.48K 0.13% 67
2024
Q2 		$419K Buy
6,630
+1,206
+22% +$82.8K 0.13% 78
2024
Q1 		$380K Buy
5,424
+408
+8% +$26.6K 0.12% 85
2023
Q4 		$327K Buy
5,016
+581
+13% +$37.5K 0.11% 91
2023
Q3 		$284K Buy
4,435
+916
+26% +$64.7K 0.1% 92
2023
Q2 		$270K Sell
3,519
-4
-0.1% -$342 0.1% 91
2023
Q1 		$301K Buy
3,523
+254
+8% +$20.3K 0.14% 89
2022
Q4 		$274K Buy
3,269
+2,048
+168% +$167K 0.17% 92
2022
Q3 		$94K Buy
1,221
+637
+109% +$48.6K 0.07% 154
2022
Q2 		$44K Buy
+584
New +$40.9K 0.04% 220

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s GIS Position: Q4 2025 in Review

Wagner Wealth Management (South Carolina) sold out of General Mills (GIS) in Q4 2025, closing a stake of 6,258 shares — an estimated $316K sold.

Wagner Wealth Management (South Carolina) first reported a position in GIS in Q2 2022 and held it in 14 quarters. The position peaked at $482K in Q3 2024. 1,412 funds tracked by Wall St. Rank hold GIS as of Q4 2025.

  • Wagner Wealth Management (South Carolina) reported no remaining General Mills position as of Q4 2025 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 6,258 General Mills shares in Q4 2025, an estimated $316K.
  • Wagner Wealth Management (South Carolina) first reported a position in General Mills in Q2 2022 and held it in 14 quarters.
  • Wagner Wealth Management (South Carolina)'s General Mills position peaked at $482K in Q3 2024.
  • 1,412 funds tracked by Wall St. Rank held General Mills as of Q4 2025.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2025, filed 30 Jan 2026.