WJ Wealth Management’s General Mills GIS Stock Holding History

WJ Wealth 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 Q4	–	Sell	-5,700	Closed	-$266K	–	71
2025 Q3	$266K	Sell	5,700 -5,700	-50%	-$286K	0.12%	63
2025 Q2	$591K	Hold	11,400	–	–	0.19%	64
2025 Q1	$682K	Hold	11,400	–	–	0.24%	53
2024 Q4	$727K	Hold	11,400	–	–	0.25%	51
2024 Q3	$842K	Hold	11,400	–	–	0.3%	45
2024 Q2	$721K	Hold	11,400	–	–	0.26%	51
2024 Q1	$798K	Hold	11,400	–	–	0.32%	45
2023 Q4	$743K	Hold	11,400	–	–	0.32%	44
2023 Q3	$729K	Hold	11,400	–	–	0.35%	36
2023 Q2	$874K	Buy	11,400 +5,700	+100%	+$487K	0.41%	34
2023 Q1	$487K	Sell	5,700 -5,764	-50%	-$460K	0.33%	38
2022 Q4	$961K	Buy	11,464 +64	+0.6%	+$5.21K	0.56%	29
2022 Q3	$874K	Hold	11,400	–	–	0.55%	27
2022 Q2	$860K	Buy	11,400 +5,700	+100%	+$399K	0.61%	25
2022 Q1	$386K	Hold	5,700	–	–	0.26%	32
2021 Q4	$384K	Hold	5,700	–	–	0.23%	37
2021 Q3	$341K	Hold	5,700	–	–	0.23%	43
2021 Q2	$347K	Hold	5,700	–	–	1.08%	26
2021 Q1	$350K	Hold	5,700	–	–	1.09%	27
2020 Q4	$335K	Hold	5,700	–	–	1.04%	27
2020 Q3	$352K	Sell	5,700 -5,700	-50%	-$356K	1.14%	23
2020 Q2	$702K	Buy	+11,400	New	+$687K	0.49%	28

Other funds holding GIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WJ Wealth Management's GIS Position: Q4 2025 in Review

WJ Wealth Management sold out of General Mills (GIS) in Q4 2025, closing a stake of 5,700 shares — an estimated $266K sold.

WJ Wealth Management first reported a position in GIS in Q2 2020 and held it in 22 quarters. The position peaked at $961K in Q4 2022. 1,412 funds tracked by Wall St. Rank hold GIS as of Q4 2025.

WJ Wealth Management reported no remaining General Mills position as of Q4 2025 after selling out during the quarter.
WJ Wealth Management sold 5,700 General Mills shares in Q4 2025, an estimated $266K.
WJ Wealth Management first reported a position in General Mills in Q2 2020 and held it in 22 quarters.
WJ Wealth Management's General Mills position peaked at $961K in Q4 2022.
1,412 funds tracked by Wall St. Rank held General Mills as of Q4 2025.

Based on WJ Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.