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West Branch Capital’s General Mills GIS Stock Holding History

West Branch Capital’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
-84
Closed -$4.37K – 468
2025
Q2 		$4.37K Buy
84
+1
+1% +$55 ﹤0.01% 340
2025
Q1 		$4.99K Hold
83
– – ﹤0.01% 347
2024
Q4 		$5.27K Sell
83
-1
-1% -$67 ﹤0.01% 330
2024
Q3 		$6.2K Buy
84
+3
+4% +$208 ﹤0.01% 319
2024
Q2 		$5.13K Buy
81
+1
+1% +$69 ﹤0.01% 330
2024
Q1 		$5.63K Sell
80
-174
-69% -$11.3K ﹤0.01% 325
2023
Q4 		$16.5K Buy
254
+175
+222% +$11.3K 0.01% 241
2023
Q3 		$5.06K Buy
79
+1
+1% +$71 ﹤0.01% 336
2023
Q2 		$6.02K Hold
78
– – ﹤0.01% 329
2023
Q1 		$6.66K Sell
78
-29
-27% -$2.32K ﹤0.01% 325
2022
Q4 		$9.01K Hold
107
– – 0.01% 293
2022
Q3 		$8K Buy
107
+1
+0.9% +$76 0.01% 301
2022
Q2 		$8K Buy
106
+30
+39% +$2.1K ﹤0.01% 294
2022
Q1 		$5K Buy
76
+1
+1% +$67 ﹤0.01% 353
2021
Q4 		$5K Sell
75
-110
-59% -$6.99K ﹤0.01% 381
2021
Q3 		$11K Buy
185
+2
+1% +$118 0.01% 300
2021
Q2 		$11K Buy
+183
New +$11.3K 0.01% 318
2019
Q3 		– Sell
-4,192
Closed -$220K – 92
2019
Q2 		$220K Buy
+4,192
New +$217K 0.18% 88

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

West Branch Capital's GIS Position: Q3 2025 in Review

West Branch Capital sold out of General Mills (GIS) in Q3 2025, closing a stake of 84 shares — an estimated $4.37K sold.

West Branch Capital first reported a position in GIS in Q2 2019 and held it in 18 quarters. The position peaked at $220K in Q2 2019. 1,426 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • West Branch Capital reported no remaining General Mills position as of Q3 2025 after selling out during the quarter.
  • West Branch Capital sold 84 General Mills shares in Q3 2025, an estimated $4.37K.
  • West Branch Capital first reported a position in General Mills in Q2 2019 and held it in 18 quarters.
  • West Branch Capital's General Mills position peaked at $220K in Q2 2019.
  • 1,426 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on West Branch Capital's 13F filing for Q3 2025, filed 21 Oct 2025.