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Atria Wealth Solutions’s General Dynamics GD Stock Holding History

Atria Wealth Solutions’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.06M Sell
17,334
-11,035
-39% -$3.04M 0.11% 211
2025
Q1 		$7.73M Buy
28,369
+1,337
+5% +$348K 0.09% 225
2024
Q4 		$7.12M Buy
27,032
+1,800
+7% +$518K 0.08% 263
2024
Q3 		$7.63M Sell
25,232
-884
-3% -$260K 0.08% 255
2024
Q2 		$7.58M Buy
26,116
+484
+2% +$142K 0.08% 244
2024
Q1 		$7.24M Sell
25,632
-774
-3% -$207K 0.08% 256
2023
Q4 		$6.86M Buy
26,406
+998
+4% +$243K 0.09% 239
2023
Q3 		$5.61M Buy
25,408
+1,748
+7% +$387K 0.08% 258
2023
Q2 		$5.09M Buy
23,660
+2,280
+11% +$492K 0.07% 283
2023
Q1 		$4.88M Buy
21,380
+10
+0% +$2.31K 0.07% 275
2022
Q4 		$5.3M Buy
21,370
+391
+2% +$95.4K 0.09% 245
2022
Q3 		$4.45M Buy
20,979
+4,716
+29% +$1.07M 0.08% 254
2022
Q2 		$3.6M Sell
16,263
-3,150
-16% -$725K 0.07% 301
2022
Q1 		$4.68M Buy
+19,413
New +$4.31M 0.08% 268

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's GD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its General Dynamics (GD) stake by 39% in Q2 2025, selling an estimated $3.04M and leaving 17,334 shares worth $5.06M. The position accounts for 0.11% of the portfolio, ranked #211.

Atria Wealth Solutions first reported a position in GD in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.73M in Q1 2025. 1,900 funds tracked by Wall St. Rank hold GD as of Q2 2025.

  • Atria Wealth Solutions held 17,334 shares of General Dynamics worth $5.06M as of Q2 2025.
  • Atria Wealth Solutions sold 11,035 General Dynamics shares in Q2 2025, an estimated $3.04M.
  • General Dynamics made up 0.11% of Atria Wealth Solutions's portfolio in Q2 2025, its #211 holding.
  • Atria Wealth Solutions first reported a position in General Dynamics in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's General Dynamics position peaked at $7.73M in Q1 2025.
  • 1,900 funds tracked by Wall St. Rank held General Dynamics as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.