Wealth Effects’s General Mills GIS Stock Holding History

Wealth Effects’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 Q1	–	Sell	-27,013	Closed	-$1.72M	–	208
2024 Q4	$1.72M	Sell	27,013 -1,082	-4%	-$72.6K	0.61%	31
2024 Q3	$2.07M	Sell	28,095 -451	-2%	-$31.2K	0.73%	27
2024 Q2	$1.81M	Sell	28,546 -470	-2%	-$32.3K	0.65%	31
2024 Q1	$2.03M	Buy	29,016 +817	+3%	+$53.2K	0.75%	21
2023 Q4	$1.84M	Buy	28,199 +5,030	+22%	+$325K	0.69%	24
2023 Q3	$1.48M	Buy	23,169 +5,920	+34%	+$418K	0.73%	28
2023 Q2	$1.32M	Sell	17,249 -693	-4%	-$59.2K	0.58%	40
2023 Q1	$1.53M	Sell	17,942 -91	-0.5%	-$7.27K	0.79%	27
2022 Q4	$1.51M	Sell	18,033 -266	-1%	-$21.7K	0.86%	25
2022 Q3	$1.4M	Sell	18,299 -253	-1%	-$19.3K	0.86%	25
2022 Q2	$1.4M	Sell	18,552 -102	-0.5%	-$7.14K	0.84%	26
2022 Q1	$1.26M	Buy	18,654 +210	+1%	+$14.1K	0.59%	38
2021 Q4	$1.24M	Buy	+18,444	New	+$1.17M	0.52%	47

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM