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Wealthspire Advisors (New York)’s General Mills GIS Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$690K Buy
18,545
+1,809
+11% +$78.5K 0.01% 490
2025
Q4 		$778K Buy
16,736
+3,789
+29% +$180K 0.01% 484
2025
Q3 		$653K Sell
12,947
-1,175
-8% -$58.9K ﹤0.01% 481
2025
Q2 		$732K Sell
14,122
-817
-5% -$45.1K ﹤0.01% 448
2025
Q1 		$893K Buy
14,939
+102
+0.7% +$6.13K 0.01% 396
2024
Q4 		$946K Buy
14,837
+910
+7% +$61K 0.01% 380
2024
Q3 		$1.03M Buy
13,927
+670
+5% +$46.4K 0.01% 368
2024
Q2 		$839K Buy
13,257
+1
+0% +$69 0.01% 343
2024
Q1 		$928K Sell
13,256
-811
-6% -$52.8K 0.01% 329
2023
Q4 		$916K Buy
14,067
+1,833
+15% +$118K 0.01% 324
2023
Q3 		$783K Buy
12,234
+1,116
+10% +$78.9K 0.01% 318
2023
Q2 		$853K Sell
11,118
-403
-3% -$34.4K 0.01% 277
2023
Q1 		$985K Sell
11,521
-1,938
-14% -$155K 0.02% 242
2022
Q4 		$1.13M Buy
13,459
+3,830
+40% +$312K 0.02% 242
2022
Q3 		$738K Sell
9,629
-2,080
-18% -$159K 0.02% 276
2022
Q2 		$883K Buy
11,709
+2,237
+24% +$157K 0.02% 225
2022
Q1 		$641K Sell
9,472
-4,491
-32% -$301K 0.01% 235
2021
Q4 		$941K Buy
13,963
+4,285
+44% +$272K 0.02% 236
2021
Q3 		$579K Buy
9,678
+6,187
+177% +$366K 0.01% 330
2021
Q2 		$213K Sell
3,491
-6,582
-65% -$407K 0.01% 349
2021
Q1 		$618K Buy
10,073
+783
+8% +$45.2K 0.01% 343
2020
Q4 		$546K Buy
9,290
+4,381
+89% +$265K 0.02% 290
2020
Q3 		$303K Sell
4,909
-1,945
-28% -$122K 0.02% 238
2020
Q2 		$423K Sell
6,854
-17,194
-71% -$1.04M 0.03% 168
2020
Q1 		$1.27M Buy
24,048
+18,192
+311% +$961K 0.05% 168
2019
Q4 		$314K Buy
5,856
+1,022
+21% +$53.8K 0.02% 144
2019
Q3 		$266K Buy
+4,834
New +$261K 0.02% 129
2019
Q1 		– Sell
-496
Closed -$19K – 337
2018
Q4 		$19K Buy
+496
New +$21K ﹤0.01% 350

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s GIS Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its General Mills (GIS) stake by 11% in Q1 2026, buying an estimated $78.5K and bringing the position to 18,545 shares worth $690K. The position accounts for 0.01% of the portfolio, ranked #490.

Wealthspire Advisors (New York) first reported a position in GIS in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.27M in Q1 2020. 1,307 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Wealthspire Advisors (New York) held 18,545 shares of General Mills worth $690K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 1,809 General Mills shares in Q1 2026, an estimated $78.5K.
  • General Mills made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #490 holding.
  • Wealthspire Advisors (New York) first reported a position in General Mills in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s General Mills position peaked at $1.27M in Q1 2020.
  • 1,307 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.