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General Mills shares owned by Concentrum Wealth Management

Quarter-by-quarter ownership of General Mills (GIS) shares owned by Concentrum Wealth Management from 13F filings

Historical chart of Concentrum Wealth Management investment in General Mills

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All positions including General Mills held by Concentrum Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in General Mills by Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $677k 10k 65.14
2023-09-30 $949k 15k 63.99
2023-06-30 $1.1M 15k 76.70
2023-03-31 $1.2M 15k 85.46
2022-12-31 $730k 8.7k 83.85

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Top funds holding General Mills

Vanguard Group
Goldman Sachs Group
Charles Schwab Investment Management
Norges Bank Investment Management
Legal & General Group
Ubs Global Asset Management Americas
Amundi
Dimensional Fund Advisors
Nordea Investment Management Ab
Bank of America Corporation
Bank of New York Mellon
Royal Bank of Canada
CalPERS
Two Sigma Advisers
Massachusetts Financial Services

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