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Caliber Wealth Management (Utah)’s General Dynamics GD Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		$3.12M Buy
11,058
+9
+0.1% +$2.41K 1.66% 20
2023
Q4 		$2.87M Buy
11,049
+163
+1% +$39.8K 1.69% 20
2023
Q3 		$2.41M Buy
10,886
+784
+8% +$173K 1.62% 20
2023
Q2 		$2.17M Buy
10,102
+500
+5% +$108K 1.46% 27
2023
Q1 		$2.19M Buy
9,602
+675
+8% +$156K 1.64% 18
2022
Q4 		$2.21M Sell
8,927
-3,012
-25% -$735K 1.69% 16
2022
Q3 		$2.53M Sell
11,939
-194
-2% -$43.8K 2% 14
2022
Q2 		$2.68M Sell
12,133
-420
-3% -$96.7K 2.09% 14
2022
Q1 		$3.03M Buy
12,553
+665
+6% +$148K 1.93% 13
2021
Q4 		$2.53M Buy
11,888
+1,938
+19% +$391K 1.75% 16
2021
Q3 		$2.06M Buy
9,950
+644
+7% +$126K 1.45% 27
2021
Q2 		$1.75M Sell
9,306
-123
-1% -$23.2K 1.24% 31
2021
Q1 		$1.71M Buy
9,429
+3,127
+50% +$511K 1.24% 27
2020
Q4 		$938K Buy
+6,302
New +$921K 0.92% 48

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caliber Wealth Management (Utah)'s GD Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its General Dynamics (GD) stake by 0.08% in Q1 2024, buying an estimated $2.41K and bringing the position to 11,058 shares worth $3.12M. The position accounts for 1.66% of the portfolio, ranked #20.

Caliber Wealth Management (Utah) first reported a position in GD in Q4 2020 and has held it in 14 quarters since. 1,752 funds tracked by Wall St. Rank hold GD as of Q1 2024.

  • Caliber Wealth Management (Utah) held 11,058 shares of General Dynamics worth $3.12M as of Q1 2024.
  • Caliber Wealth Management (Utah) bought 9 General Dynamics shares in Q1 2024, an estimated $2.41K.
  • General Dynamics made up 1.66% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #20 holding.
  • Caliber Wealth Management (Utah) first reported a position in General Dynamics in Q4 2020 and has held it in 14 quarters since.
  • 1,752 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.