Bison Wealth’s General Dynamics GD Stock Holding History

Bison Wealth’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
2024 Q4	–	Sell	-1,071	Closed	-$324K	–	358
2024 Q3	$324K	Sell	1,071 -195	-15%	-$57.3K	0.05%	310
2024 Q2	$358K	Hold	1,266	–	–	0.06%	295
2024 Q1	$358K	Sell	1,266 -18	-1%	-$4.81K	0.06%	295
2023 Q4	$333K	Buy	1,284 +13	+1%	+$3.17K	0.06%	298
2023 Q3	$281K	Sell	1,271 -89	-7%	-$19.7K	0.05%	315
2023 Q2	$293K	Buy	+1,360	New	+$293K	0.05%	295
2016 Q1	–	Sell	-4,060	Closed	-$555K	–	220
2015 Q4	$555K	Buy	4,060 +44	+1%	+$6.29K	0.32%	99
2015 Q3	$551K	Sell	4,016 -40	-1%	-$5.79K	0.36%	92
2015 Q2	$575K	Buy	4,056 +181	+5%	+$25.1K	0.34%	103
2015 Q1	$526K	Buy	3,875 +371	+11%	+$50.9K	0.32%	107
2014 Q4	$482K	Buy	+3,504	New	+$477K	0.37%	92

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bison Wealth's GD Position: Q4 2024 in Review

Bison Wealth sold out of General Dynamics (GD) in Q4 2024, closing a stake of 1,071 shares — an estimated $324K sold.

Bison Wealth first reported a position in GD in Q4 2014 and held it in 11 quarters. The position peaked at $575K in Q2 2015. 1,847 funds tracked by Wall St. Rank hold GD as of Q4 2024.

Bison Wealth reported no remaining General Dynamics position as of Q4 2024 after selling out during the quarter.
Bison Wealth sold 1,071 General Dynamics shares in Q4 2024, an estimated $324K.
Bison Wealth first reported a position in General Dynamics in Q4 2014 and held it in 11 quarters.
Bison Wealth's General Dynamics position peaked at $575K in Q2 2015.
1,847 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.