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Cherry Tree Wealth Management, LLC

Position in GIS — General Mills Inc

CIK 1985414 MINNETONKA, MN

Position in GIS

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$133,917
-$31,297 QoQ
Shares Held
3,598
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in GIS Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Mar 31, 2026

Cherry Tree Wealth Management, LLC holds $450,344 across 4 Packaged Foods names. GIS ranks #2 (29.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 GIS
General Mills Inc
This page
3,598 $133,917

All Filings in GIS

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12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $133,917 3,598
2025-12-31 $165,214 3,553
2025-09-30 $249,679 4,952
2025-06-30 $256,614 4,953
2025-03-31 $296,558 4,960
2024-12-31 $313,493 4,916
2024-09-30 $360,166 4,877
2024-06-30 $305,988 4,837
2024-03-31 $340,404 4,865
2023-12-31 $314,300 4,825
2023-09-30 $306,256 4,786
2023-06-30 $364,401 4,751