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WealthTrak Capital Management’s General Mills GIS Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-5
Closed -$260 – 405
2025
Q2 		$260 Sell
5
-10
-67% -$552 ﹤0.01% 799
2025
Q1 		$897 Sell
15
-139
-90% -$8.35K ﹤0.01% 543
2024
Q4 		$9.82K Buy
+154
New +$10.3K 0.01% 161

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WealthTrak Capital Management's GIS Position: Q3 2025 in Review

WealthTrak Capital Management sold out of General Mills (GIS) in Q3 2025, closing a stake of 5 shares — an estimated $260 sold.

WealthTrak Capital Management first reported a position in GIS in Q4 2024 and held it in 3 quarters. The position peaked at $9.82K in Q4 2024. 1,425 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • WealthTrak Capital Management reported no remaining General Mills position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 General Mills shares in Q3 2025, an estimated $260.
  • WealthTrak Capital Management first reported a position in General Mills in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's General Mills position peaked at $9.82K in Q4 2024.
  • 1,425 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.