Wealth Management Associates’s General Mills GIS Stock Holding History

Wealth Management Associates’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	-3,500	Closed	-$209K	–	222
2025 Q1	$209K	Hold	3,500	–	–	0.09%	197
2024 Q4	$223K	Buy	3,500 +222	+7%	+$14.9K	0.1%	187
2024 Q3	$242K	Hold	3,278	–	–	0.11%	180
2024 Q2	$207K	Hold	3,278	–	–	0.1%	191
2024 Q1	$207K	Buy	+3,278	New	+$213K	0.1%	191
2021 Q2	–	Sell	-3,845	Closed	-$236K	–	201
2021 Q1	$236K	Hold	3,845	–	–	0.15%	156
2020 Q4	$226K	Hold	3,845	–	–	0.15%	157
2020 Q3	$237K	Hold	3,845	–	–	0.18%	135
2020 Q2	$237K	Hold	3,845	–	–	0.2%	120
2020 Q1	$203K	Hold	3,845	–	–	0.21%	114
2019 Q4	$206K	Sell	3,845 -1,898	-33%	-$100K	0.15%	144
2019 Q3	$317K	Buy	5,743 +1,695	+42%	+$91.3K	0.25%	92
2019 Q2	$213K	Buy	4,048 +111	+3%	+$5.74K	0.21%	88
2019 Q1	$204K	Buy	+3,937	New	+$178K	0.22%	89

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 $138M AUM 28.86% 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 Management Associates's GIS Position: Q2 2025 in Review

Wealth Management Associates sold out of General Mills (GIS) in Q2 2025, closing a stake of 3,500 shares — an estimated $209K sold.

Wealth Management Associates first reported a position in GIS in Q1 2019 and held it in 14 quarters. The position peaked at $317K in Q3 2019. 1,462 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

Wealth Management Associates reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
Wealth Management Associates sold 3,500 General Mills shares in Q2 2025, an estimated $209K.
Wealth Management Associates first reported a position in General Mills in Q1 2019 and held it in 14 quarters.
Wealth Management Associates's General Mills position peaked at $317K in Q3 2019.
1,462 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Wealth Management Associates's 13F filing for Q2 2025, filed 4 Aug 2025.