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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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealth Effects's GIS Position: Q1 2025 in Review

Wealth Effects sold out of General Mills (GIS) in Q1 2025, closing a stake of 27,013 shares — an estimated $1.72M sold.

Wealth Effects first reported a position in GIS in Q4 2021 and held it in 13 quarters. The position peaked at $2.07M in Q3 2024. 1,557 funds tracked by Wall St. Rank hold GIS as of Q1 2025.

  • Wealth Effects reported no remaining General Mills position as of Q1 2025 after selling out during the quarter.
  • Wealth Effects sold 27,013 General Mills shares in Q1 2025, an estimated $1.72M.
  • Wealth Effects first reported a position in General Mills in Q4 2021 and held it in 13 quarters.
  • Wealth Effects's General Mills position peaked at $2.07M in Q3 2024.
  • 1,557 funds tracked by Wall St. Rank held General Mills as of Q1 2025.

Based on Wealth Effects's 13F filing for Q1 2025, filed 23 Apr 2025.