Wealth Group’s General Mills GIS Stock Holding History

Wealth Group’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	-5,409	Closed	-$345K	–	161
2024 Q4	$345K	Buy	5,409 +1,779	+49%	+$119K	0.22%	101
2024 Q3	$268K	Sell	3,630 -2,055	-36%	-$142K	0.18%	121
2024 Q2	$360K	Sell	5,685 -480	-8%	-$33K	0.26%	95
2024 Q1	$431K	Buy	+6,165	New	+$401K	0.33%	76

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wealth Group's GIS Position: Q1 2025 in Review

Wealth Group sold out of General Mills (GIS) in Q1 2025, closing a stake of 5,409 shares — an estimated $345K sold.

Wealth Group first reported a position in GIS in Q1 2024 and held it in 4 quarters. The position peaked at $431K in Q1 2024. 1,557 funds tracked by Wall St. Rank hold GIS as of Q1 2025.

Wealth Group reported no remaining General Mills position as of Q1 2025 after selling out during the quarter.
Wealth Group sold 5,409 General Mills shares in Q1 2025, an estimated $345K.
Wealth Group first reported a position in General Mills in Q1 2024 and held it in 4 quarters.
Wealth Group's General Mills position peaked at $431K in Q1 2024.
1,557 funds tracked by Wall St. Rank held General Mills as of Q1 2025.

Based on Wealth Group's 13F filing for Q1 2025, filed 7 May 2025.