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 Q2	$709K	Buy	20,376 +1,831	+10%	+$63.2K	﹤0.01%	666
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s GIS Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its General Mills (GIS) stake by 9.9% in Q2 2026, buying an estimated $63.2K and bringing the position to 20,376 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Wealthspire Advisors (New York) first reported a position in GIS in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.27M in Q1 2020. 1,343 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Wealthspire Advisors (New York) held 20,376 shares of General Mills worth $709K as of Q2 2026.
Wealthspire Advisors (New York) bought 1,831 General Mills shares in Q2 2026, an estimated $63.2K.
General Mills made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #666 holding.
Wealthspire Advisors (New York) first reported a position in General Mills in Q4 2018 and has held it in 29 quarters since.
Wealthspire Advisors (New York)'s General Mills position peaked at $1.27M in Q1 2020.
1,343 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.