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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return