Planning Strategies Inc.’s General Mills GIS Stock Holding History

Planning Strategies Inc.’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
2026 Q2	$25.5K	Buy	+734	New	+$25.3K	0.02%	218

Other funds holding GIS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planning Strategies Inc.'s GIS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in General Mills (GIS) in Q2 2026: 734 shares worth $25.5K. The stake represents 0.02% of the portfolio and ranks #218 among its holdings.

449 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Planning Strategies Inc. held 734 shares of General Mills worth $25.5K as of Q2 2026.
General Mills was a new Planning Strategies Inc. position in Q2 2026.
General Mills made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #218 holding.
449 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.