Wolff Financial Management’s General Mills GIS Stock Holding History

Wolff Financial 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 Q2	–	Sell	-5,201	Closed	-$311K	–	100
2025 Q1	$311K	Hold	5,201	–	–	0.09%	78
2024 Q4	$332K	Hold	5,201	–	–	0.09%	77
2024 Q3	$384K	Buy	+5,201	New	+$360K	0.1%	78
2024 Q2	–	Sell	-5,201	Closed	-$364K	–	55
2024 Q1	$364K	Hold	5,201	–	–	0.11%	79
2023 Q4	$339K	Hold	5,201	–	–	0.1%	78
2023 Q3	$333K	Buy	+5,201	New	+$368K	0.11%	77
2023 Q2	–	Sell	-5,201	Closed	-$444K	–	55
2023 Q1	$444K	Hold	5,201	–	–	0.15%	73
2022 Q4	$436K	Hold	5,201	–	–	0.16%	72
2022 Q3	$398K	Hold	5,201	–	–	0.18%	73
2022 Q2	$392K	Hold	5,201	–	–	0.17%	77
2022 Q1	$352K	Hold	5,201	–	–	0.14%	86
2021 Q4	$350K	Buy	+5,201	New	+$330K	0.13%	87
2021 Q1	$319K	Hold	5,201	–	–	0.15%	82
2020 Q4	$306K	Hold	5,201	–	–	0.16%	78
2020 Q3	$321K	Hold	5,201	–	–	0.19%	69
2020 Q2	$321K	Hold	5,201	–	–	0.2%	68
2020 Q1	$274K	Hold	5,201	–	–	0.21%	68
2019 Q4	$279K	Hold	5,201	–	–	0.19%	72
2019 Q3	$287K	Hold	5,201	–	–	0.21%	67
2019 Q2	$273K	Hold	5,201	–	–	0.21%	69
2019 Q1	$269K	Hold	5,201	–	–	0.22%	70
2018 Q4	$203K	Buy	+5,201	New	+$220K	0.2%	76

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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wolff Financial Management's GIS Position: Q2 2025 in Review

Wolff Financial Management sold out of General Mills (GIS) in Q2 2025, closing a stake of 5,201 shares — an estimated $311K sold.

Wolff Financial Management first reported a position in GIS in Q4 2018 and held it in 22 quarters. The position peaked at $444K in Q1 2023. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

Wolff Financial Management reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
Wolff Financial Management sold 5,201 General Mills shares in Q2 2025, an estimated $311K.
Wolff Financial Management first reported a position in General Mills in Q4 2018 and held it in 22 quarters.
Wolff Financial Management's General Mills position peaked at $444K in Q1 2023.
1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Wolff Financial Management's 13F filing for Q2 2025, filed 9 Jul 2025.