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Wood Tarver Financial Group’s General Mills GIS Stock Holding History

Wood Tarver Financial Group’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
-89
Closed -$4K – 334
2025
Q2 		$4K Hold
89
– – ﹤0.01% 478
2025
Q1 		$5.32K Sell
89
-2
-2% -$120 ﹤0.01% 459
2024
Q4 		$5K Buy
+91
New +$6.11K ﹤0.01% 444

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 $3.38T AUM 44.17% 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

Wood Tarver Financial Group's GIS Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of General Mills (GIS) in Q3 2025, closing a stake of 89 shares — an estimated $4K sold.

Wood Tarver Financial Group first reported a position in GIS in Q4 2024 and held it in 3 quarters. The position peaked at $5.32K in Q1 2025. 1,427 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining General Mills position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 89 General Mills shares in Q3 2025, an estimated $4K.
  • Wood Tarver Financial Group first reported a position in General Mills in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's General Mills position peaked at $5.32K in Q1 2025.
  • 1,427 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.