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Wealth Preservation Advisors’s General Mills GIS Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-1,153
Closed -$42.9K – 414
2026
Q1 		$42.9K Buy
+1,153
New +$50.1K 0.04% 187

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 Preservation Advisors's GIS Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of General Mills (GIS) in Q2 2026, closing a stake of 1,153 shares — an estimated $42.9K sold.

Wealth Preservation Advisors first reported a position in GIS in Q1 2026 and held it in 1 quarter. The position peaked at $42.9K in Q1 2026. 1,341 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 1,153 General Mills shares in Q2 2026, an estimated $42.9K.
  • Wealth Preservation Advisors first reported a position in General Mills in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's General Mills position peaked at $42.9K in Q1 2026.
  • 1,341 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.