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

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Advisory Group Advisory Services's GD Position: Q1 2025 in Review

Capital Advisory Group Advisory Services sold out of General Dynamics (GD) in Q1 2025, closing a stake of 4,191 shares — an estimated $1.1M sold.

Capital Advisory Group Advisory Services first reported a position in GD in Q1 2020 and held it in 19 quarters. The position peaked at $1.18M in Q3 2024. 1,832 funds tracked by Wall St. Rank hold GD as of Q1 2025.

Capital Advisory Group Advisory Services reported no remaining General Dynamics position as of Q1 2025 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 4,191 General Dynamics shares in Q1 2025, an estimated $1.1M.
Capital Advisory Group Advisory Services first reported a position in General Dynamics in Q1 2020 and held it in 19 quarters.
Capital Advisory Group Advisory Services's General Dynamics position peaked at $1.18M in Q3 2024.
1,832 funds tracked by Wall St. Rank held General Dynamics as of Q1 2025.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2025, filed 15 Apr 2025.