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CAGAS
Capital Advisory Group Advisory Services’s
General Dynamics
GD
Stock Holding History
Capital Advisory Group Advisory Services’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
Q1
–
Sell
-4,191
Closed
-$1.1M
–
178
2024
Q4
$1.1M
Buy
4,191
+293
+8%
+$84.4K
0.4%
68
2024
Q3
$1.18M
Buy
3,898
+119
+3%
+$35K
0.47%
58
2024
Q2
$1.1M
Buy
3,779
+168
+5%
+$49.2K
0.47%
58
2024
Q1
$1.02M
Buy
3,611
+65
+2%
+$17.4K
0.48%
54
2023
Q4
$921K
Sell
3,546
-81
-2%
-$19.8K
0.49%
56
2023
Q3
$801K
Buy
+3,627
New
+$802K
0.45%
62
2023
Q2
–
Sell
-3,528
Closed
-$805K
–
106
2023
Q1
$805K
Buy
3,528
+60
+2%
+$13.9K
0.48%
59
2022
Q4
$860K
Sell
3,468
-49
-1%
-$12K
0.58%
48
2022
Q3
$746K
Buy
3,517
+144
+4%
+$32.5K
0.52%
58
2022
Q2
$773K
Hold
3,373
–
–
0.46%
67
2022
Q1
$814K
Buy
3,373
+313
+10%
+$69.5K
0.38%
74
2021
Q4
$638K
Buy
3,060
+173
+6%
+$34.9K
0.28%
84
2021
Q3
$566K
Sell
2,887
-43
-1%
-$8.42K
0.21%
109
2021
Q2
$552K
Buy
2,930
+143
+5%
+$27K
0.2%
110
2021
Q1
$506K
Buy
2,787
+78
+3%
+$12.7K
0.2%
111
2020
Q4
$403K
Buy
2,709
+1,544
+133%
+$226K
0.17%
109
2020
Q3
$161K
Sell
1,165
-33
-3%
-$4.87K
0.08%
159
2020
Q2
$179K
Buy
1,198
+1,113
+1,309%
+$157K
0.1%
136
2020
Q1
$12K
Buy
+85
New
+$14.1K
0.01%
212
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$9.56B AUM
25.94%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T 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
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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