WR Wealth Planners’s General Mills GIS Stock Holding History

WR Wealth Planners’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
2024 Q4	$19K	Sell	298 -81	-21%	-$5.43K	0.01%	471
2024 Q3	$28K	Sell	379 -177	-32%	-$12.3K	0.01%	429
2024 Q2	$35.2K	Buy	556 +4	+0.7%	+$275	0.01%	370
2024 Q1	$38.6K	Buy	+552	New	+$35.9K	0.01%	367
2023 Q4	–	Sell	-481	Closed	-$30.8K	–	449
2023 Q3	$30.8K	Hold	481	–	–	0.01%	376
2023 Q2	$36.9K	Buy	481 +35	+8%	+$2.99K	0.01%	354
2023 Q1	$38.1K	Buy	446 +349	+360%	+$27.9K	0.02%	352
2022 Q4	$8.13K	Hold	97	–	–	0.01%	286
2022 Q3	$7.43K	Hold	97	–	–	0.01%	284
2022 Q2	$7.32K	Hold	97	–	–	﹤0.01%	310
2022 Q1	$6.57K	Buy	+97	New	+$6.51K	﹤0.01%	336

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's GIS Position: Q4 2024 in Review

WR Wealth Planners reduced its General Mills (GIS) stake by 21% in Q4 2024, selling an estimated $5.43K and leaving 298 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #471.

WR Wealth Planners first reported a position in GIS in Q1 2022 and has held it in 11 quarters since. The position peaked at $38.6K in Q1 2024. 1,622 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

WR Wealth Planners held 298 shares of General Mills worth $19K as of Q4 2024.
WR Wealth Planners sold 81 General Mills shares in Q4 2024, an estimated $5.43K.
General Mills made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #471 holding.
WR Wealth Planners first reported a position in General Mills in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's General Mills position peaked at $38.6K in Q1 2024.
1,622 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.