Wealth Architects’s General Mills GIS Stock Holding History

Wealth Architects’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	-3,842	Closed	-$230K	–	232
2025 Q1	$230K	Sell	3,842 -108	-3%	-$6.49K	0.03%	206
2024 Q4	$252K	Buy	+3,950	New	+$265K	0.03%	183

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

Wealth Architects's GIS Position: Q2 2025 in Review

Wealth Architects sold out of General Mills (GIS) in Q2 2025, closing a stake of 3,842 shares — an estimated $230K sold.

Wealth Architects first reported a position in GIS in Q4 2024 and held it in 2 quarters. The position peaked at $252K in Q4 2024. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

Wealth Architects reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
Wealth Architects sold 3,842 General Mills shares in Q2 2025, an estimated $230K.
Wealth Architects first reported a position in General Mills in Q4 2024 and held it in 2 quarters.
Wealth Architects's General Mills position peaked at $252K in Q4 2024.
1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Wealth Architects's 13F filing for Q2 2025, filed 25 Jul 2025.