BA
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Bellwether Advisors’s General Dynamics GD Stock Holding History

Bellwether Advisors’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
Q3 		– Sell
-256
Closed -$74.7K – 300
2025
Q2 		$74.7K Buy
256
+17
+7% +$4.68K 0.01% 192
2025
Q1 		$65.1K Hold
239
– – 0.01% 203
2024
Q4 		$63K Buy
+239
New +$68.8K 0.01% 215
2023
Q2 		– Sell
-2,783
Closed -$635K – 234
2023
Q1 		$635K Buy
2,783
+2,551
+1,100% +$589K 0.17% 75
2022
Q4 		$57.6K Hold
232
– – 0.02% 180
2022
Q3 		$49K Buy
232
+35
+18% +$7.91K 0.02% 162
2022
Q2 		$43K Hold
197
– – 0.01% 173
2022
Q1 		$47K Hold
197
– – 0.01% 198
2021
Q4 		$41K Sell
197
-125
-39% -$25.2K 0.01% 206
2021
Q3 		$63K Hold
322
– – 0.02% 194
2021
Q2 		$60K Hold
322
– – 0.02% 175
2021
Q1 		$58K Buy
322
+32
+11% +$5.23K 0.02% 163
2020
Q4 		$43K Buy
+290
New +$42.4K 0.02% 170

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return