Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s General Mills GIS Stock Holding History

Wealth Enhancement Advisory Services’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 		$16.7M Buy
490,177
+159,196
+48% +$5.5M 0.03% 497
2026
Q1 		$11.9M Buy
330,981
+67,515
+26% +$2.93M 0.02% 535
2025
Q4 		$11.5M Buy
263,466
+48,769
+23% +$2.32M 0.02% 647
2025
Q3 		$10.9M Buy
214,697
+27,551
+15% +$1.38M 0.02% 621
2025
Q2 		$9.95M Buy
187,146
+15,770
+9% +$870K 0.02% 630
2025
Q1 		$10.2M Sell
171,376
-46,353
-21% -$2.78M 0.02% 570
2024
Q4 		$13.9M Buy
217,729
+52,262
+32% +$3.51M 0.03% 476
2024
Q3 		$12.2M Sell
165,467
-929
-0.6% -$64.4K 0.03% 464
2024
Q2 		$10.5M Sell
166,396
-19,185
-10% -$1.32M 0.03% 478
2024
Q1 		$13M Buy
185,581
+4,480
+2% +$292K 0.03% 407
2023
Q4 		$11.8M Buy
181,101
+1,308
+0.7% +$84.4K 0.03% 394
2023
Q3 		$11.5M Buy
179,793
+132,445
+280% +$9.36M 0.04% 378
2023
Q2 		$3.63M Sell
47,348
-2,386
-5% -$204K 0.04% 151
2023
Q1 		$4.25M Buy
49,734
+36,024
+263% +$2.88M 0.05% 146
2022
Q4 		$1.07M Buy
+13,710
New +$1.12M 0.01% 213
2022
Q3 		– Sell
-40,244
Closed -$3.04M – 346
2022
Q2 		$3.04M Buy
40,244
+18,041
+81% +$1.26M 0.04% 169
2022
Q1 		$1.52M Buy
22,203
+1,139
+5% +$76.4K 0.02% 206
2021
Q4 		$1.44M Buy
+21,064
New +$1.34M 0.02% 186
2016
Q3 		– Sell
-31,892
Closed -$2.27M – 154
2016
Q2 		$2.27M Buy
31,892
+3,144
+11% +$200K 0.41% 33
2016
Q1 		$1.86M Sell
28,748
-20,661
-42% -$1.2M 0.38% 32
2015
Q4 		$2.85M Buy
49,409
+2,672
+6% +$154K 0.72% 30
2015
Q3 		$2.64M Buy
46,737
+3,337
+8% +$191K 0.8% 28
2015
Q2 		$2.42M Buy
43,400
+1,473
+4% +$82.5K 0.75% 29
2015
Q1 		$2.37M Buy
41,927
+2,529
+6% +$135K 0.91% 25
2014
Q4 		$2.1M Buy
+39,398
New +$2.04M 0.83% 26

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Wealth Enhancement Advisory Services's GIS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its General Mills (GIS) stake by 48% in Q2 2026, buying an estimated $5.5M and bringing the position to 490,177 shares worth $16.7M. The position accounts for 0.03% of the portfolio, ranked #497.

Wealth Enhancement Advisory Services first reported a position in GIS in Q4 2014 and has held it in 25 quarters since. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 490,177 shares of General Mills worth $16.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 159,196 General Mills shares in Q2 2026, an estimated $5.5M.
  • General Mills made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #497 holding.
  • Wealth Enhancement Advisory Services first reported a position in General Mills in Q4 2014 and has held it in 25 quarters since.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.